Member Article

Mackenzie Financial Planning Achieve Listing in Prestigious Guide

Leading Bury-based financial planning service Mackenzie Financial Planning (MFP) are celebrating after being recognised as one of the top financial planning companies in the UK in a prestigious guide distributed by The Times. MFP’s Managing Director, Paul Jones, has been listed in the top 6% of Financial Planners in the country in VouchedFor’s 2020 Guide to the UK’s Top Rated Financial Advisers ,which aims to provide greater transparency for those looking to plan for the future. The guide was published earlier in the month and is distributed through The Times, with a mission to empower consumers, setting a clear outline of what to expect from financial advice firms so they can be confident they are dealing with a company that is going beyond the minimum requirements when giving financial advice. It celebrates financial advisers who are delivering excellent outcomes for their clients. The financial and mortgage advisers listed have received the highest volume of positive client reviews since the start of 2019 on VouchedFor.co.uk, the UK’s leading ratings site for financial and legal advisers. Paul Jones of Mackenzie Financial Planning explains: “Financial Planning can be a minefield – and with so many companies out there, it’s so important that people choose the right one for them. The VouchedFor Guide is, in essence, all about educating consumers on what they should expect from the financial advice they receive, how they can recognise good advice – and where they can access it.”

Just 819 out of a possible 13,667 FP firms in the UK, are included in the guide, with an average rating of 4.9 out of 5. As well as being endorsed by at least ten clients, each adviser is a fully verified member of VouchedFor, which means they have the necessary permissions to practice, in line with the latest Financial Conduct Authority (FCA) rules. The accolade follows hot on the heels of The Pension Transfer Gold Standard, an entirely voluntary code of good practice for financial planning firms, which MFP were awarded at the end of last year. Only firms that adhere to strict criteria achieve the standard. Paul Jones continued: “At Mackenzie Financial Planning we always aim to push ourselves beyond the minimum requirements. It’s so important that we have the expertise and knowledge to advise clients to the best of our ability, so they receive top level service every time”. “At Mackenzie “good enough” isn’t an option. We strive to be the best of the best at everything we do – it’s embedded in our culture - and working towards the standard was a natural progression for us.” Mackenzie Financial Planning 13-year established Bury- business offering a bespoke financial planning service. One of the few chartered firms in the area, the company specialising in organising and planning their client’s wealth in order to facilitate a high standard of lifestyle.

This was posted in Bdaily's Members' News section by Alison Mulrooney .