Paul's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 19 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 8 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Manchester
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments & Savings
How has Paul Jones helped you?
We have been really happy so far with the advice from Paul and his team. What seemed like a mountain to climb at the beginning of our retirement journey now feels much more manageable. The help received has definitely given us peace of mind. Everyone we have contacted at Mackenzie has been friendly, professional and re-assuring. We would have no hesitation in recommending them.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment Planning
How has Paul Jones helped you?
My husband and I have been to a yearly financial progress meeting with Paul Jones and his hardworking team this week. We were warmly welcomed as usual and over a cup of coffee we talked about the management of our investments for the coming year. We appreciate the kindness shown to us and the good advice we know will be given to us. Also, we can ring them at any time if we have a problem and they will listen to us.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment planning
How has Paul Jones helped you?
Management of Investments, Financial Planning
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Newport
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment Planning
How has Paul Jones helped you?
We are delighted with the results of our investments with Mackenzie Financial Planning. We feel that our money is being expertly managed and is in very safe hands. We would strongly recommend investing with Mackenzie Financial Planning.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial Planning advice
How has Paul Jones helped you?
We (my wife and I) trust Paul and the team to provide independent, solid advice that will deliver returns long term. We have an effective review each year and then stick to the plan. The team manage everything else needed very efficiently.
Have you seen the outcome you were hoping for?
Yes