Mckenzie and Co Financial Consultants

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

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:

About McKenzie & Co

Mckenzie and Co. Financial Consultants are a Partner Practice of St. James’s Place Wealth Management and are extremely pleased to have been chosen by the Specialist Vehicle Associates as its exclusive provider for all aspects of wealth management. Please mention your SVA membership when speaking to the team at Mckenzie and Co Financial Consultants.

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

For full details of the range of products and services that are available to you, click here.

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

Isabel Clark is the Official member liaison to the SVA
for Financial Services

Tax Planning services for private and business

Isabel says:Would you like to engage with your finances with confidence? Would you like a financial plan that fits with your beliefs and values? It is common for us all to have fears that stem from bad experiences. As a female Financial Adviser and a mother of two I can help you understand and manage the issues you are facing, such as making sure you have a retirement plan, the benefit of family financial protection or the most suitable mortgage. The Mckenzie and Co office encourages flexible working and a healthy work life balance. Seeing my clients’ businesses, homes, families, and day to day challenges, and putting a financial plan in place to support them is the reason my work is so rewarding.

If you are looking for down to earth and jargon free explanations then look no further. Why not escape your desk for an hour and try one of my ‘Walk and talk,’ meetings. A free initial consultation while getting closer to your 10,000 steps for the day.

Tax, Pension and Investment planning

Is your pension planning on track to provide the retirement lifestyle you would like? How much of your wealth do you want to pass on to your family free of Inheritance Tax? It’s in your control. Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Our Services

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.

For full details of the range of products and services that are available to you, view our ‘Wheel of Services’.

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

Investment Planning

Investment Planning

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation.

Retirement Planning

Retirement Planning

Regardless of the life stage you have arrived at, it’s important to receive the right advice on your pension planning requirements.

Protecting you and your estate for the future

Protecting You & Your Estate

Providing effective solutions to meet the insurance and protection needs of our clients.

Corporate Services

Corporate Services

We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.

Banking and Mortgages

Banking & Mortgages

We understand that people may have little time to manage their finances as effectively as they would like.

Our Other services

Other Services

We have a strong network of professional connections, should you require advice in more specialist areas of wealth management.

Isabel and McKenzie & Co-Sj James Place provide expert advice and products for Investments, Pensions and much more both for business and private needs. There has never been a more important time to have expert tax and investment advice which is why the SVA wholeheartedly endorses Isabel as our business adviser. To contact Isabel or to book an appointment please email: Isabel.Clark@sjpp.co.uk Call DD: 01225 345055 Mob: 07917 854653 or to Book a meeting into her diary, go to: Isabel Diary

On a personal note: I am pleased to confirm that following an adult lifetime of looking for reliable advice on financial and pension planning, I chose Isabel as my own and the SVA business advisor. Given the access we now have to private pensions and the precarious nature of choosing someone, I placed Isabel in full control of my own and the business planning. I recommend Isabel to my friends, associates and to our SVA members who may want advice, please remember to undertake your own due diligence on such important matters for your own comfort. This recommendation is a personal one..

Martyn Raybould Managing Director

McKenzie Finance

Contact

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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