Paul Jones and Jane Holt have shared values in business, and a passion for providing clients with real financial planning. As a boutique financial planning practice, Mackenzie Financial Planning provide a bespoke advantage financial planning service that is tailored to the clients individual requirements. Many of these clients come to us through introductions from solicitors and accountants.
We also specialise in helping clients with 'new wealth'. This may be as a result of inheritance, or other windfall. You may be recently widowed, approaching or recently divorced and require guidance from a trusted advisor on the new challenges of managing money in the short term, then developing a medium and long term financial plan to support the life you want to love and live.
Our priority is 'sleep at night' financial planning, so whatever else in life you have to worry about, you needn't worry that your money is exposed to unnecessary risk.
Our Locations:
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Main Office - Bury Business Centre, Kay St, Unit 63, Bury, BL9 6BU
0161 763 1950
Business Name
Mackenzie Financial Planning
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