Our Services - MJB Partnership

Find out more about our Independent Financial Services, from Pensions to Inheritance Tax and from Investments to Equity Release. Please call us on 01243 771777 or contact us online and our team will be delighted to provide further information.

We have a combined Terms of Business that includes Comprehensive, Flexible, Review Based & Transactional service levels. There is a separate Mortgage & Equity Release Terms of Business and also a Health & Life Cover Terms of Business.

Our Client Proposition lists the Services Levels in more detail and should highlight which would be most suitable for you…

Investments

Choosing the right investment advice is never easy. This is a complicated area where you’ll need professional advice and guidance more than ever.

Alternative Investments

Obtain advice on making ethical investment choices which return real benefits.

Inheritance Tax

If you have questions about inheritance tax, talk to us. We’ll make life less taxing.

Equity Release

You’re over 65. There’s still so much you want to do. A certain lifestyle you want to continue to enjoy, but you need extra financing to achieve it. Well, there is a solution.

Pensions

Pensions have dominated the news recently and it’s generally recognised that large numbers of people are going to be over reliant upon the State in retirement, and it will not be able to support them. Pension advice is essential to plan for your retirement income.

Protection

Every family needs some protection in the form of life and health insurance. Most people appreciate the need to ensure that their loved ones are provided for in the event of their death, but getting the right cover at the right price is not so easy.

Mortgages

The choice of different types of mortgage has never been greater, and the market is very competitive. If you’re a first time buyer or moving house, please take mortgage advice. Mortgages have been regulated by the FCA for many years and we at MJB have fully qualified Advisers to give you the best advice on your mortgage.

MJB (Partnership) Ltd - Chichester

5.0

Based on 2 reviews

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Shaun Rimmer

09:59 16 Jun 21

I felt compelled to write a review on MJB Partnership and specifically Mark Gordon. Mark has been our family IFA for a number of years and just recently he performed a raft of changes to they way we look at our pensions and finances. Following his advice, we now feel we're genuinely in control of our own financial future and for the first time in my life, I fully understand where I am financially and how to get the best value from my investments.Mark has that rare ability to put technical financial speak into plain English and also has a personality that puts one at ease, meaning the whole process is stress free, informative and importantly financially beneficial.Would throughly recommend Mark and MJB for any of your financial requirements.

Marian Frost

19:47 03 Oct 18

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