Mackenzie Financial Planning

Independent Financial Adviser  The Exchange, Bury, Greater manchester, BL0 9PD
First meeting at adviser's own cost
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group income protection
check
Group life insurance
check
Group risk
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 6th July 2020
Meet our advisers
Paul Jones CFPcm
Chartered Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, equity release mortgage products, repayment options and the giving of mortgage advice.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Associate members will have passed the institute's level 4 appropriate examination or transitional diploma examination.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Certified Financial Planner Chartered 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
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.

Where to find us
Head office address: The Exchange, Bank street, Bury, BL9 0DN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 6th July 2020

Similar advisers near you

Independent Financial Adviser 0.69 mi
Chartered Independent Financial Advice, often high level and complex, delivered in a format that is easy to understand.
 
Independent Financial Adviser 2.84 mi
Our emphasis is firmly on offering straight talking & practical advice, which guides our clients through the complex financial landscape
 
Independent Financial Adviser 3.19 mi
Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
 
Restricted - whole of market 3.47 mi
We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes