As Independent Financial Advisers (IFAs) we are not tied to any particular provider so we are able to offer advice on all the products or solutions in the marketplace. This website highlights some ofthe areas we offer advice on, but we do also offer many other services like Tax Planning, Inheritance Tax (IHT) Mitigation, Pensions & Divorce, Business Protection and Corporate Pension solutions, amongst other things.
Paul Jones and Jane Holt have shared values in business, and a passion for providing clients with real financial planning. As a boutique financial planning practice, Mackenzie Financial Planningprovide a bespoke advantage financial planning service that is tailored to the clients individual requirements. Many of these clients come to us through introductions from solicitors and accountants.
Hi I'm Steve Holmes, your Fair Trade Independent Financial Adviser based in Manchester, UK. Over the past three decades I have advised hundreds of clients with all elements of financial services.Recently however, I, perhaps like you, have become frustrated with Investment and Pension Providers' distinct lack of customer care and un-willingness to provide us, the customer, with the information we require as efficiently as we would like.
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