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.
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 Number | IRW01058 |
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.