Q. Do you charge fees?
A. Our advice is paid for on a fee basis, however, the first interview is always free.
Q. What are your business hours?
A. Our business hours are 9:00am to 5:00pm Monday to Friday. The office in Mercer Row is usually open 9.00am to 4:30pm, Monday, Tuesday, Thursday, and Friday (excluding bank holidays), 9.30am to 5.00pm Wednesday and every Saturday morning (excluding Easter Saturday) 9.00am to 12.00pm but may operate restricted office opening hours due to coronavirus restrictions. We are, however, always available over the telephone or by email during our normal opening hours.
Appointments may be made outside office hours, by mutual arrangement.
Q. Can you visit me at my home/workplace?
A. Yes, a visit can be arranged to your home or workplace, by mutual arrangement.
Q. Can you visit outside office hours?
A. Yes, a visit can be arranged outside office hours, by mutual arrangement.
Q. Do I need to make an appointment?
A. Ideally, an appointment should be made, in order to ensure that the Financial Adviser will be available at a mutually arranged time.
Q. Will you deal on an Execution-only basis?
A. Yes, we can deal on an Execution-only basis if that is preferred. However, a Full Financial Review will be offered, as this is the recommended route, to ensure that the client receives the best advice for his or her situation. With Execution-only business, no advice would be sought and, therefore, no advice would be given.
Q. Can you advise over the telephone?
A. Your situation can be discussed over the telephone. We also offer video calls via Skype, Zoom or Teams, you do not need an account, we can send you a link by email or text message. You can share documents and secure messages via our Personal Finance Portal (PFP). New clients will need to provide acceptable identification in person before we can begin the advice process. https://mjrfinancialservices.gb.pfp.net/
Q. Do you conduct business on-line?
A. MJR Financial Services are able to place business on-line with various institutions. We can accept e-mail instructions and instructions via the Personal Finance Portal (PFP), providing adequate identification has been established. https://mjrfinancialservices.gb.pfp.net/
Q. Is there disabled access to the office?
A. Yes, our office has a wide, flush doorway, providing easy access for all.
Q. What information is available for vulnerable clients?
A. Please click here for a list of helpful websites.
Q. Do you provide counter services for a Building Society?
A. As a Yorkshire Building Society agency, MJR Financial Services can offer you access to a wide choice of savings accounts to help you make your money work harder. The Yorkshire aims to offer customers great value over the longer term, as well as being competitive at the start. For all other areas of financial advice MJR Financial Services is authorised & regulated by the Financial Conduct Authority. For Investment advice MJR Financial Services are paid by fee only and not commission.
Talk to MJR Financial Services by calling 01507 604550 or call in and see us at 33 Mercer Row, Louth.