MWA WAS ESTABLISHED IN 2004

"The right advice TODAY, builds a stronger TOMORROW"

MacKenzie Webb Associated Ltd have built a reputation for a high quality personal service and valued financial planning advice, which has enabled rapid growth through both client and professional recommendations.

About us

We are listed on the FCA’s Financial Services Register under the firm reference number: 1004385

Feel better about money and your mental wellbeing, The Money Helper can help you feel more in control

OUR COMPANY VALUES

Valued Planning Advice

Our focus is to identify your objectives and implement suitable strategic goals that are achievable. We believe in long-term relationships with our clients, providing a service which you can trust. We have a well-defined process, but we adapt this depending on your specific requirements.

Our Services
We care about skill

High Quality Service

Source the most appropriate solutions from the market to meet both your objectives and goals, the core of our business is to provide advice that is focused on the optimal outcome for each client. We will only work with companies that share the same ethos for quality service and products.

Planning Process

Financial planning is more than advice or investment returns, it is about creating a CLEAR PATHWAY towards your goals, with TRUSTED GUIDANCE at every step of the way.

Bill WebbMWA Director
Photo by Courtney Corlew on Unsplash

Our Services:

The Core Services we provide, for more information, click the link below:

More information

Planning for Retirement

Savings & Investments

Financial Protection

Mortgages

Lifetime Cashflow Modelling

Estate Planning

Financial Planning

Do you need Financial Advice?


Please use our online contact form if you have any financial queries. Alternatively, you can visit our services page to learn more about the types of financial advice that we provide.

Telephone

Office: 01483424343
(Monday to Friday, from 9am - 5pm)

Address

The Office, 17 Mary Vale,
Godalming, Surrey, GU7 1SW

Email

mackenziewebbltd@gmail.com

Mackenzie Webb Associates Ltd is Authorised and Regulated by The Financial Conduct Authority

MacKenzie Webb Associates Ltd is an independent financial advice firm, Authorised and Regulated by The Financial Conduct Authority. Our details can be located on the Financial Services Register under the firm reference number: 1004385 | Company Registered Office: 17 Mary Vale, Godalming, Surrey, GU7 1SW | Company Registered Number: 5040142 | The guidance and/or advice contained in this website is subject to UK Regulatory and is therefore restricted to consumers based in the UK.

This website is intended only for individuals over 18 years of age who are residents in the UK. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. These pages provide general information about various aspects of financial services advice that we offer, as well as potential areas of clients’ financial planning needs. We hope they are helpful to you, but they do not, on their own, constitute proper investment advice. We cannot accept responsibility for any actions you take in reliance on them without further discussion with us. Please do not make a decision based upon the information contained within these pages alone. They are not detailed or comprehensive enough to enable you to make an informed decision which is tailored to your circumstances and needs. Get in touch with us for personalised advice.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service. Contact details can be found on their website: www.financial-ombudsman.org.uk

Copyright-free photography featured on this site is courtesy of Unsplash and Pexels