Lancashire and Cumbria

Chairman Profile

Paul Jones has spent over 25 years in the financial services profession, including 13 years at one of the UK’s leading assurance companies, and as the financial planning manager for a leading accountancy firm.  Paul now manages his own practice, Mackenzie Financial Planning, established in 2004.  His team focus on providing a comprehensive financial planning service to affluent clients.

Introduction to the Branch

After a successful first year, we aim that the IFP Lancashire & Cumbria branch will grow and flourish throughout 2012 with a varied selection of inspiring, educational and thought-provoking speakers.  With a focus on education & ethics along with thought provoking practice development sessions, we aim to provide accessibility to up to date professional knowledge and the facility to network with like-minded professionals, and to provide our local members with added value from their IFP membership.

Meetings will be held at the Tickled Trout Hotel, Preston, throughout 2012. 

How to attend these meetings

Attendances at branch meetings are free to IFP members. We also welcome non-members and guests by prior arrangement with Paul Jones.The first two meetings are free of charge, thereafter a charge of £10 per meeting will be applicable. 

To attend any branch meeting you will need to register.  Please contact Paul direct via email: paul.jones@mackenzie-fp.co.ukto sign-up to the Lancashire & Cumbria branch meeting/s you wish to attend.