Jane Holt

Jane is a director of Mackenzie Financial Planning.

Jane is focused on creating a highly organised and process-driven environment to ensure that client needs can be quickly and efficiently met. Her strength is bringing attention to detail and timely results to the strategic solutions envisaged by Paul within the financial planning process.


Jane was awarded Paraplanner of the year at the Institute of Financial Planning conference in October 2012 This is the most prestigious paraplanning award in the UK which tests technical skills and competence.

Jane is developing her profile as an advocate of the team approach to financial planning within the financial planning profession, recent speaking engagements including a presentation at the Institute of Financial Planning’s specialist ‘Paraplanner’ conference. As more and more firms explore the paraplanner role Jane is becoming recognised amongst her peers as a trusted expert source; presenting at the national conferences of the Institute of Financial Planning and the Personal Finance Society in autumn 2012.

Jane has a degree in English language from Lancaster university as well as specialist tax and pension qualifications.

In line with her values of discovering what matters most, and work-life balance, when out of the office, Jane spends the majority of her time with her two young daughters. They can often be found baking, enjoying creative projects, singing, or sampling coffee and milkshakes in local cafes.

We are proud that our business adheres strictly to the ethical codes of both the Chartered Insurance Institute and the Institute of Financial Planning.


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