Owners of successful, established businesses.
We recognise the time and energy taken to succeed and excel in business. We also recognise that as your business has grown, your personal financial planning may have been overlooked.
We specialise in financial planning for business owners; assisting you to best utilise your position as a business owner to take advantage of various tax saving and pension planning opportunities.
Our lifetime cashflow planning approach will help you to ascertain the cost of the lifestyle you wish to lead now and in the future, and to understand at what stage you can take a step back, retire, sell your business, or pass it on tax efficiently to your successors.
We can help you to assess and complete the paperwork relating to a death claim and the deceased person’s assets, and build up a picture of where you are financially after the dust has settled.
As you rebuild your confidence and your life, our lifetime cashflow planning approach will help you to ascertain the cost of the lifestyle you wish to lead now and in the future, and to understand what you can afford to spend, give away, or pass on tax efficiently to your family.
Following his position as Executive consultant at the private client division for Prudential at Salford Quays, and managing the financial advisory team at a city centre accountants, Paul set up Mackenzie Financial Planning in 2006 to bring fee based financial planning to Lancashire and Greater Manchester. A brave decision, considering at that time commission based ‘financial advice’ was the norm.
In 2007 Paul brought Jane on board to oversee the administrative process and ensure that Mackenzie Financial Planning could deliver the service they were beginning to gain a reputation for.
Slow but steady growth followed as the financial planning model was embraced by new clients, and having discovered shared values, Paul and Jane finalised their partnership in 2011, when Mackenzie Financial Planning became a limited company, headed by Paul and Jane as directors.
Our focus is to help our clients in the accumulation and protection of wealth. Helping our clients align their financial goals with their life values is critical to that success.
Mackenzie Financial Planning.
Mackenzie Financial Planning Ltd. Registered in England and Wales. Registered number 7435509. Registered Office as above. Mackenzie Financial Planning Ltd is an appointed representative of CAERUS Financial Ltd which is authorised and regulated by the Financial Conduct Authority. Mackenzie Financial Planning Ltd is entered on the FCA register reference number 561560. Caerus Financial Ltd is entered on the FCA register reference number 497604
