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Isabel

Adviser
Photo of Isabel

About

I'm an FCA-authorised financial advisor who can help with a range of topics. I'm based in Bath and speak English.

I am passionate about helping you put a financial plan in place that fits with your beliefs and values.
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

I can support you in the following

Advice on house purchase and mortgages
Specific investment advice, e.g. build/manage an existing portfolio
Protection
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help with a loan / debt
Help to set-up or sell a business
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)

Skills & Qualifications

Firm McKenzie Wealth Management Ltd. / McKenzie & Co Financial Consultants
Function Financial Advisor
Place of work Other
Experience 10 - 20 years
Qualifications
CII Diploma
Regulatory (FCA) Authorized:Yes
Reference NumberIRW01058
Contact me

The home on which the mortgage is secured may be repossessed if repayments are not maintained.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.


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