Downloads

MacKenzie Webb Associates Ltd

Forms & Documents that you may be required to download

Below is a variety of documents and forms that we may ask you do download to help us when working together. In order to download the PDF document, please click on the download button located below the specific document you would like to access. This PDF will open in a new internet browser tab, which you can then either print or save.

All our documents have been checked before uploading. MWA will not be held responsible for any potential issues arising from the downloading of any document from this website.

HMRC Tax Calculation

This document provides a step-by-step guide to help you print the various HMRC Tax Calculation documents. [Not regulated by the Financial Conduct Authority]

Mortgage Documents

This document outlines the various documents and details about you that we will need in order to complete a Mortgage application.

Meeting Documents

Our services require details and documents about you. This list provides the required documents needed for both initial and review meetings.

Data Privacy Notice

Download a PDF copy of the latest version of our Data Privacy Notice (MacKenzie Webb Associates Ltd). 

| 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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