About Paul Jones

Introducing Paul Jones CFP. Dip PFS. M Cert(CII)

Paul is an Independent Financial Planner and Principal of Mackenzie Financial Planning. He has spent over 25 years in the financial Services including 13 years at one of the largest assurance companies in the U.K and as the financial planning manager at the IFA arm of a city centre accountants.

Paul is a Certified Financial Planner (one of only 900 in the UK to hold this internationally recognised accreditation) he holds the Chartered Insurance Institute Advanced Financial Planning Certificate including the specialist G60 pensions paper and taxation & trust papers he is an Associate institute of Financial Planning.

He has a strong belief in a high quality of service; of utmost importance to Paul is the regular review and monitoring of his clients financial planning, as he believes in providing a dedicated service.

Paul also works closely with other professional advisers in the legal and accountancy communities providing financial advice to clients.

Many of Paul's clients are introductions from existing clients and other professional advisers.

Paul lives in Bolton is a keen green and ethical consumer both in business and at home. He enjoys watching Bolton Wanderers and walking in the Lake District.

To discuss your financial planning further contact Paul on 0161 763 1950 or e mail pauljones@mackenzie-fp.co.uk

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