14 Aug 2019

Mackenzie hit gold! We’ve been awarded the pension transfer gold standard. Pensions and the legislation around them have become more and more complex over recent years; pension transfers in particular can be complicated, and there are lots of things to think about before going ahead with transferring your pension. It is for that reason that […]

30 Apr 2019

At Mackenzie Financial Planning, we’ve launched a new initiative to take money management sessions into Bury primary schools  – to gear children up for a healthy financial future. We kicked off our “Cash Savvy Kids” campaign at St Andrew’s Primary School in Ramsbottom – and had a fantastic time. We’re passionate about the importance of […]

23 Apr 2019

Amanda Bradshaw joins Mackenzie Financial Planning bringing a wealth of experience in financial services across banking, life insurance, insolvency, pensions and fund managing, which she has gained in several leading organisations. She said: “From my first interview, I knew that Mackenzie were the company I wanted to work for. Everyone is extremely friendly and passionate […]

26 May 2015

The Institute of Financial Planning (IFP) is the premier professional body representing Financial Planners in the UK. The organisation has a strong focus on education and ethics, and the Lancashire & Cumbria branch aims to provide professionals in the area with accessibility to up-to-date professional knowledge and the facility to network with like-minded professionals and […]

26 May 2015

Jane this week represented Mackenzie Financial Planning at the specialist paraplanning conference, facilitated by the Institute of Financial Planning (IFP). Invited to provide an expert opinion on the profession, Jane’s comments on the future of the role were noted in the national industry magazine, New Model Adviser.   Jane has been invited to speak at […]