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Isabel

Advisor
Age
31-45
Nationality
British
Civil status
Married
Kids
Yes
Passionate about
My family
Sports and fitness
The planet and making a difference
Walking in nature
City, Country
Bath, GB
Photo of Isabel
I'm your right coach because
I am passionate about helping you put a financial plan in place that fits with your beliefs and values.
I can support you in the following:
Advice on house purchase and mortgages
Estate Planning (e.g. Inheritance, Legacy)
General advice, e.g. review of a personal situation
Help make more sustainable impact with their money (e.g. impact investing, philanthropy)
Help to set-up or sell of a business
Help with a loan / debt
Help with retirement planning
Insurances
Specific investment advice, e.g. build/manage an existing portfolio
Tax advice
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Skills & Qualifications
Company name McKenzie Wealth Management Ltd. / McKenzie & Co Financial Consultants
Function / Role Financial Advisor
Place of work Other
Years of experience 10 - 20 years
CII Diploma
Regulatory (FCA) Authorized: Yes
Reference Number IRW01058
Contact me

McKenzie Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products