Mckenzie and Co Financial Consultants

For advice and products on Building and Preserving Capital Financial Protection against Risk Managing Cash and Borrowing

Mckenzie and Co Financial Consultants are a Partner Practice of St. James’s Place Wealth Management

This FTSE 100 wealth management company, With over £96 Billion of client funds, offer SVA members a highly personalised and face to face service for:

Portfolio Management, Mortgages, Pensions, Trusts, Investments, Corporate Borrowing and much more. 

The many awards they have won is recognition of its belief that ‘Finances are personal and that most SVA members and customers want to build a long-term relationship with someone they both trust and respect’.

Isabel Clark Dip PFS, Financial Advisor

On a personal note: I am pleased to confirm that following an adult lifetime of looking for reliable advice on financial planning, I am pleased to confirm that Isabel is my own and the SVA go to expert for advice and long term financial planning. Given the access now to pension pots and my reaching the grand old age of 61, I placed Isabel in full control of my own pension planning. I recommend Isabel to all friends, associates and will also to our SVA members who may want advice, but please undertake your own due diligence on such important matters… Martyn Raybould

McKenzie Finance

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Benefits

Members contacting Isabel enjoy a fully private client service to review your financial needs and provide you with a report and advice on your desired outcomes..
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