Mackenzie Financial Planning

01/12/2021

We're happy to be supporting Cash for Kids again this year. You can drop presents at our office until 16th December, or donate through the link below. Thank you for your support.

We are delighted to be supporting the Cash for Kids Mission Christmas campaign again and more than ever the charity needs your help. Around 1 in 3 children across the UK are living in poverty, with recent events making things even more difficult for families that were already struggling, with figure...

02/07/2021

Mackenzie Financial Planning in Bury, Lancashire have joined an exclusive group of 67 Accredited Financial Planning Firms that have demonstrated their professionalism by achieving the highest standards of excellence in financial planning.

I am so proud of everyone in our team

https://www.professionaladviser.com/news/4033252/receive-cisi-accredited-financial-planning-firm-status

We are delighted to announce Mackenzie Financial Planning have achieved Accredited Financial Planning Firm TM (AFPF) status.

Mackenzie Financial Planning in Bury, Lancashire have joined an exclusive group of 67 Accredited Financial Planning Firms that have demonstrated their professionalism by achieving the highest standards of excellence in financial planning.
Becoming a CISI (The Chartered Institute for Securities & Investment) Accredited Financial Planning Firm is a demonstration of a firm’s commitment to delivering the highest standards of client care. An AFPF firm undergoes a rigorous application process, one aspect is to provide a real financial plan which must demonstrate that the clients’ best interests are central to the proposition.

Jane Holt, Director at Mackenzie Financial Planning (left in photo with Paul Jones CFPTM Chartered MCSI) said: “We pride ourselves on providing a life-enhancing financial planning experience for every one of our clients. As a boutique practice based in the North West, we are absolutely delighted to accredited by the CISI for our processes and service, and to join the select group of leading firms demonstrating excellence in financial planning across the UK.”

The Chartered Institute for Securities & Investments (CISI) has awarded three firms Accredited Financial Planning Firm status.

24/11/2020

We're eagerly observing the filming of scenes from the new BBC thriller Ridley Road, at the East Lancs Railway this morning. Watch this space to see if one of us manages to sneak in the background as an extra!!

The four-part BBC adaptation tells the story of a young Jewish woman who goes undercover in a neo-Nazi organisation.

20/11/2020

Mission Christmas is back!

We may have had to make some changes to our Mission Christmas
appeal this year but our mission is exactly the same: to make Christmas day different for children living in poverty across Greater Manchester.

In past years we have invited you to come to our office, have a drink, a mince pie, a friendly chat, and we have collected gifts for the Mission Christmas Campaign. Unfortunately, this year we are unable to do so, and it will be sorely missed.

Like Mission Christmas, however, we have made it our mission not to be stopped and we are collecting donations differently this year. We would ask that if you can please make a donation through our fundraising page:

Thank you for visiting our fundraising page. We are raising funds to support Cash for Kids Mission Christmas. I am sure we can agree that this year has been difficult, but we are hoping with your help we can spread a little happiness and joy at a time when it is needed most. Sadly, there are still t...

30/06/2020

We are thinking about what is a better word for retirement, the next chapter, longest holiday, be good to hear your thoughts

02/03/2020

She said yes!
We are delighted to announce that we have decided to tie the knot!

27/02/2020

How do you even start selecting the best financial adviser? VouchedFor’s 2020 Guide to the UK’s Top Rated Financial Advisers is a great start. It lists the top 6% of business in the UK, and only the very best are awarded this prestigious accreditation. Mackenzie Financial Planning are proud to appear in this year’s guide as published in The Times.

25/02/2020

Happy pancake day! While you are flipping your pancakes later, give a thought to turning over a new leaf with your finances. Fancy a dream car, dream home, or dream holiday? Start making your money work for you to make those dreams a reality!
www.mackenzie-fp.co.uk

24/02/2020

We've hit the headlines!

Leading Bury-based financial planning service Mackenzie Financial Planning MFP are celebrating after being recognised as one of the top financial planning companies in the UK in a prestigious guide distributed by The Times.MFPs Managing Director, Paul Jones, has been listed in the top 6 of Financial

19/12/2019

If you look carefully, you can see Paul dancing in the background!

09/12/2019

‪We collected 110 gifts plus cash donations for . Thank you so much to all our friends and connections for your donations. x‬

06/12/2019

‪Jane thinks we are feeding an army at our event this afternoon! We’re looking forward to catching up with clients and professionals who are dropping in with donations for the appeal. Please join us if you can. ‬