MJB was set-up in 1985 in Littlehampton by Mike Bear and traded successfully for 13 years until MJB (Partnership) Ltd was formed in 1998 under the ownership of Bryan Hodges and Lawrence Clarke. As a result, we have a wide variety of clients from far afield who have stayed with us over the years and come to rely on our integrity, our no-nonsense approach, and sound financial advice.
In addition, we have developed close professional relationships with local accountants and solicitors that have proved extremely beneficial for clients. Our mission is to work in partnership with our clients to provide them with the most appropriate solutions and high level of service.
In addition, we have developed close professional relationships with local accountants and solicitors that have proved extremely beneficial for clients. Our mission is to work in partnership with our clients to provide them with the most appropriate solutions and high level of service.
Services
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.
Choosing the right investment advice in Chichester is never easy. This is a complicated area where you'll need professional advice and guidance more than ever. Tax efficiency is often a primary concern and you're probably aware of the tax breaks that have been granted to certain investments. In particular Individual Savings Accounts (ISA's) can provide tax free income and tax efficient growth, but the amount that you can invest is restricted.
Whenever there is a moral debate, people often ask: 'How can I make a difference?' They feel disempowered and confused when bombarded with horrific images about the reality of modern life and its ramifications. ESG stands for Environmental, Social, and Governance. Investors are increasingly considering these non-financial factors as part of their analysis process to identify material risks and growth opportunities.
Therefore, on second death there is an effective allowance of 650,000 provided that at first death the total Estate was passed to the surviving spouse. This means that a couple can leave a property and other assets up to 1 million free of inheritance tax. This only applies when the property is being left to direct descendants such as children or grandchildren.
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.
Reviews (1)
Shaun Rimmer
Jun 30, 2021
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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
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
