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Financial Consultants

Mackenzie Financial Planning

Mackenzie Financial Planning is a financial services company based in Bury, England. They specialize in providing expert financial advice and guidance to their clients as financial consultants. With a focus on personalized service, Mackenzie Financial Planning is dedicated to helping their clients achieve their financial goals and secure their financial future.

Introduction to Mackenzie Financial Planning

Mackenzie Financial Planning is a UK-based financial consulting company that has been providing top-notch financial services to their clients since 1980. The company was founded by Mr. Mackenzie who had a vision to provide personalized financial advice to clients. Mackenzie Financial Planning stands out from other companies in the industry because of their commitment to understanding their clients' unique financial situations and goals.

Services & products

Mackenzie Financial Planning offers a wide range of financial services to their clients. They provide financial planning, investment management, retirement planning, estate planning, and tax planning services. They believe in creating customized plans for their clients that are tailored to their specific financial needs and goals. Their team of experienced financial consultants is dedicated to providing the best possible service to their clients.

Location

Mackenzie Financial Planning is located in The Exchange, a prime location in Bury, England. The area is known for its bustling business scene with many other companies in the financial services industry. The Exchange is easily accessible by public transportation, with the Bury Metrolink Station, Bury Interchange bus station, and Bury train station all within a 10-minute walk.

Benefits

Mackenzie Financial Planning provides exceptional service to their clients. They take the time to understand their clients' unique financial situations and goals and create customized plans to help them achieve those goals. Their team of financial consultants is highly experienced and dedicated to providing the best possible service to their clients. They are committed to transparency and communication, keeping their clients informed every step of the way.

Good to know

Mackenzie Financial Planning is a fee-based company, which means they do not receive commissions or other financial incentives for recommending specific products or services. They are committed to acting in their clients' best interests at all times.

Reviews

Clients rave about the exceptional service they receive from Mackenzie Financial Planning. They appreciate the personalized attention they receive and the customized plans that are created to meet their unique financial needs. Many clients have reported significant improvements in their financial situations after working with Mackenzie Financial Planning.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services, including retirement planning, investment management, tax planning, estate planning, and insurance planning. We work with clients to develop a comprehensive financial plan that meets their specific needs and goals.

What experience do your financial consultants have?

Our financial consultants are highly experienced and have a wealth of knowledge in the financial industry. They hold relevant qualifications and certifications, and regularly undergo training to stay up-to-date with the latest trends and regulations.

How do you charge for your services?

We charge a fee for our services, which is typically based on a percentage of the assets we manage. Our fees are transparent and agreed upon in advance, so there are no hidden costs.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients upon request. We have many satisfied clients who have achieved their financial goals with our help.

How will you tailor your services to meet my specific financial goals and needs?

We understand that each client's financial situation is unique, which is why we take a personalized approach to our services. We work closely with each client to understand their financial goals and needs, and develop a customized plan that meets their individual requirements. We regularly review and adjust the plan as needed to ensure it remains aligned with their goals.