Mackenzie Financial Planning

Independent Financial Adviser The Exchange, Bank street, Bury, BL9 0DN
First meeting at adviser's own cost
Response rating
9.1 /10
FCA verified
12th August 2019
Chartered Financial Planners. When looking for objective, expert, trusted financial planning advice, always look for a Chartered Financial Planning firm.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Paul Jones CFPcm
Chartered Financial Planner
Certified Financial Planner Chartered Financial Planner
Ruth Foulkes
Chartered Wealth Manager
Certified Financial Planner
What our clients say
Peter has been our financial planner for several years now and we have always found him friendly, knowledgeable and trustworthy in the minefield that is financial planning. He has guided us through savings, investments and retirement and we look forward to continued peace of mind in our financial affairs. We would, and have, recommended him to friends and relatives with confidence.
M & A Chadwick, Burnley
Peter has been my financial adviser for many years now. I have, over those years, benefited unquestionably, from Peter's advice, guidance, and continuity of our association. He is meticulous in his preparation of information, explains everything in comprehensible terminology, and is honest and forthright in his assessment of his client's situation. If I have any concerns, Peter is always available to answer them, and on the occasions in which I have had recourse to seek his counsel, his advice has been reassuring and considerate. My foremost endorsement of Peter is that I trust him implicitly.
M Broughton, Oswaldtwistle
I have known Peter for about ten years when I was introduced to him by my sister and brother in law. At this time it was to handle my father's financial affairs, which I found he dealt with in a professional manner. Subsequently upon the death of my father and being in receipt of inheritance fund,s I again contacted Peter. Upon re-contacting Peter he has lead myself and my wife through the process of financial planning in a thorough yet understandable manner. Peter's knowledge and experience within his field enabled him to suggest and subsequently put into practice, matters such as paying off the mortgage and associated insurance policies thereby releasing cash each month. He also provided appropriate guidance on risk level on investments to suit our needs. I am of the opinion that Peter is extremely reliable and trustworthy, hence there being no hesitation in engaging him for our financial matters following his dealings with both my father and my sister and brother-in-law.
J & A Talbot, Chorley
Where to find us

The Exchange, Bank street, Bury, BL9 0DN

Make an enquiry
About us

Mackenzie Financial Planning is a firm of Chartered Financial Planners, and Independent Financial Advisers. As a boutique firm of Independent Financial Advisers we provide you with a bespoke, individually tailored financial planning service.

Our services

As Independent Financial Advisers our service is designed to help you make better informed decisions. From complexity we bring you clarity. As Financial Planners we understand that life is about more than money. Yet money is an important resource that if managed correctly, can provide the foundation for the life that you envision. We can help you with retirement planning, funding long term care, avoiding inheritance tax, Investment and savings planning.
We also specialise in working with business owner/ directors.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Mackenzie Financial Planning Ltd. Registered in England and Wales. Registered number 7435509. Registered The Exchange Bank Street Bury BL9 0DN.
Mackenzie Financial Planning Ltd is an appointed representative of Caerus Financial Ltd, Building 120 Windmill Hill Business Park Swindon SN5 6NX which is authorised and regulated by the Financial Conduct Authority

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