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
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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