About Us

MacKenzie Webb Associates Ltd

High Quality Service & Valued Financial Planning Advice

Founded in 2004, our reputation for delivering high-quality service and reliable financial planning advice has grown rapidly through both client and professional endorsements.

OUR FEATURES

Everyone needs reliable financial advice. Whether you’re investing for retirement, setting up a trust for your children, or simply ensuring you have the cashflow to enjoy life, financial planning helps organise your money so it works harder for you. We work with individuals, couples, families, and extended families to put the right strategies in place — helping to secure and protect your financial future.

[When investing your capital is at risk]

Being Ethical

We can offer investments from providers which offer Environmental, Social and Governance (ESG) principles alongside financial factors in the construction of investment portfolios.

Being Qualified

Qualifications give our clients confidence in our abilities. We continue to invest in our professional development to ensure we are qualified and keep our knowledge up to date with changes in legislation, tax and available products.

Being Collaborative

By working together to develop a financial plan, which is tailored to achieve your aims and objectives, you can be confident about securing and protecting your financial future.

Being Selective

We are not tied to any financial providers and our recommendations will be based on a comprehensive and fair analysis of the market.

Bill Webb

Executive Director & Principal Adviser

Bill is our principal Financial Adviser who has obtained extensive experience in Financial Services with over 35 years in the industry.

Ryan Webb

Mortgage Training

Ryan is CeMAP Qualified (Certificate in Mortgage Advice and Practice) and is currently training to work as a Certified Mortgage Adviser.

| TERMS & CONDITIONS |  | PRIVACY POLICY |

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

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