High Quality Service & Valued Financial Planning Advice
MacKenzie Webb Associates Ltd (MWA) was established in 2004. We have built up a reputation for high-quality service and valued financial planning advice. This has enabled rapid growth through both client and professional recommendations.
OUR FEATURES
Everyone needs reliable financial advice. From investing for retirement, to establishing a trust for your children, or making sure you have the cashflow to do the things you want to, good financial planning can help organise your finances so they are working hard for you. We work with individuals, couples, families and extended families to make sure that you can put the right things in place to secure and protect your future.
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.
Our Team
MWA Ltd is registered in England and Wales.
Company Registered Office: 17 Mary Vale, Godalming, Surrey, GU7 1SW.
Company Registered Number: 5040142
MWA Ltd is an appointed representative of ALPs FS Ltd, which are authorised and regulated by the Financial Conduct Authority.
THIS WEBSITE APPLIES TO THE ACTIVITIES WITHIN THE UK ONLY.