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. In July 2002 the Company moved to Chichester and merged with Finnan and Co, which was formed in 1993 by Keith Henderson (now retired), who took over the independent side of Harold Green’s business.
Talk to us. We’re a small company with a big approach. To us you’re a person, not a policy number.
Our mission is to work in partnership with our clients to provide them with the most appropriate solutions and high level of service.
At the heart of everything our Company does is a shared commitment to deliver high quality service and continually look at ways in which we can improve on the service we provide to ensure we always treat our customers fairly (TCF). We regard TCF as “best practice” rather than a rule that we have to follow and the principles of TCF are already a fundamental part of our business and our approach and the outcomes we aim to achieve are set out below;
1. Our business is our customers, we never forget that
1. Our clients can be confident that they are dealing with a firm where their treatment will be fair as this is central to the corporate culture.
2. We always consider our clients when promoting new products and services and we ensure that information supplied is relevant to their needs.
3. We provide reliable customer focused service and communicate in a clear, fair and consistent manner at all times.
5. We meet our client’s expectations, providing them with a level of service and products that should perform as accepted.
6. We will ensure that our clients can switch providers, change products, surrender policies and submit a claim or make a complaint if the need arises.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit
“The service I have received from MJB in recent years has been exemplary. I was in a job which paid no pension and I desperately needed a Financial Advisor to take on my investments. Fortunately, I had a friend who was with MJB, who took over my investments and I quickly found that they had been put on the right track. I was concerned when he retired, but I needn’t have been when Mark Gordon took over my finances. He is extraordinarily helpful and I now regard him as a personal friend as he is so approachable and I can ask any financial question, however complex. Due to his efficiency, I now have a reasonable pension which more than covers my needs..quite impressive after worrying what I would be able to live on! Another thing that impresses me is that when Mark is on holiday, MJB still have staff that can reliably take over the running of my account. I thoroughly recommend MJB for any financial advice and I bless the day when my acquaintance put me in touch with them.
“Bryan has been my financial advisor since I took early retirement in 2006 and now advises me, my wife & my Mother-in Law. He is always friendly, efficient, reliable & most importantly talks good common sense in helping us make the most sensible and effective financial decisions. Bryan is also one of the most approachable people you could wish to meet ….a very important trait when discussing financial matters, in my opinion.
“During our meetings Trevor ensures that I clearly understand the matters under discussion and that all my queries are comprehensively answered. He is thoroughly well briefed and professional in his depth of knowledge about the financial industry. His understanding of it and its products and how they are best applied to enhancing my personal situation is superb. In fact his enthusiasm for his subject has even kindled my interest, to the point where I now read the financial news with nearly as much interest as the rest of the paper! I have thoroughly recommended Trevor to friends and would have no hesitation in doing so to anyone seeking a thoroughly reliable independent financial adviser. My personal financial circumstances have never before been so well organised or productive. I am extremely happy with MJB’s services.
“We are writing to record our thanks for the good service Mark and MJB have given us regarding financial matters over the period of our recent retirements. We have found your response to our questions to be prompt and your advice to be straightforward and couched in understandable terms that financial novices like ourselves can appreciate! To date, the advice you have given us has translated into positive financial results and we look forward to an on-going relationship for the foreseeable future.
“Bryan Hodges has been our family financial advisor since we moved to the area 28 years ago and over time he has soundly advised us on numerous types of investments, the latest being the most complicated of them all – for my husband’s pension transfer. Bryan is very friendly and reliable, but most importantly, he discusses the financial advice in terms that we can understand. I have recommended Bryan to friends and colleagues in the past and have no hesitation in doing so in the future, to anyone seeking thoroughly reliable independent advice.
“When deciding what to do with our endowment fund, we had no hesitation in entrusting the role of financial advisor to MJB. Mark was immediately approachable and informed us clearly of our options and the possible results. MJB has always been available to answer any questions we have had and has always given us time in addition to reliable advice. Our investment has had positive results and we are updated regularly on its progress and why exactly it is progressing at its current rate. I would recommend their service every day of the week.
“As I was approaching the ripe age of 60 and the termination of my pension fund I started looking for help as to what to do with the fund. I researched several companies in the local area through the Internet looking for other people’s comments on the companies which they had dealt with. I was impressed with the comments that other customers had made about MJB, so I made an appointment to visit Bryan Hodges offices. I have found Bryan to be very helpful throughout all the changes that have taken place over recent years. He explained the options to me and how best to proceed to provide a drawdown pension for me in the future. I would also mention that in the period between the initial meeting and the commencement of the drawdown pension the fund increased dramatically, which is all down to Bryan Hodges advice throughout that period. I would have no problem in recommending MJB, in fact I have all ready recommended the company to several friends and colleagues.