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.
Following his position as Executive consultant at the private client division for Prudential at Salford Quays, and managing the financial advisory team at a city centre accountants, Paul set up Mackenzie Financial Planning in 2006 to bring fee based financial planning to Lancashire and Greater Manchester. A brave decision, considering at that time commission based ‘financial advice’ was the norm.
In 2007 Paul brought Jane on board to oversee the administrative process and ensure that Mackenzie Financial Planning could deliver the service they were beginning to gain a reputation for.
Slow but steady growth followed as the financial planning model was embraced by new clients, and having discovered shared values, Paul and Jane finalised their partnership in 2011, when Mackenzie Financial Planning became a limited company, headed by Paul and Jane as directors.
Delivering bespoke financial planning solutions to clients requires a diverse team delivering a pot-pourri of specialised skills.
Cathi and Jo
Paraplanners supporting our technical knowledge and providing specialist report-writing skills.
Assisting in the provision of an efficient back-office; developing his financial planning knowledge and office skills.
Specialist IT support ensuring that IT based processes work efficiently, and assuring security for client information and data.
Julie and Jackie
Ensuring that when Paul and Jane are unavailable, your messages are communicated timely and accurately.