Mackenzie Financial Planning

About

Paul takes time to listen and understand your objectives, he has an ability to see the big picture and from complexity create clarity, bringing you confidence, assurance and peace of mind.

“Paul is highly qualified and knowledgeable independent financial adviser”

Paul has over 25 years experience which has been focused on looking after the financial interests of clients based in North Manchester Lancashire and Cheshire. As a qualified Chartered Financial Planner and Independent Financial Adviser he will work closely with you to provide investment, pension, IHT and tax planning advice that is always tailored to your personal needs and circumstances.

One of his key focuses is to add real value to your situation. Paul will make time to understand your current position and your longer term aspirations. With a long term relationship at the core of his service, it enables him to see the bigger picture to provide plain English jargon free suitable solutions.

It can be extremely daunting and I believe that having a trusted Independent Financial Adviser who provides peace of mind and a long term approach is critical.

In addition to being a Certified Financial Planner, Chartered Financial Planner and Independent Financial Adviser, Paul is also the Founder and Director of Chartered Financial Planners Mackenzie Financial Planning with offices based in the centre of Bury.

Chartered Financial Planner status is awarded by the Chartered Insurance Institute. This title is the gold standard in our profession and is currently held by less than 5% of Financial Planning firms nationally. Corporate Chartered status is only awarded to firms who have committed to achieving excellence in qualifications, experience and professional standards to ensure that they can deliver the highest quality advice.

Mackenzie Financial Planning website provides more detailed information on Mackenzie Financial Planning and the services provided.

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