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 Senior 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.
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.
The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation.
Regardless of the life stage you have arrived at, it’s important to receive the right advice on your pension planning requirements.
Providing effective solutions to meet the insurance and protection needs of our clients.
We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.
We understand that people may have little time to manage their finances as effectively as they would like.
We have a strong network of professional connections, should you require advice in more specialist areas of wealth management.
Isabel and McKenzie & Co-St 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 300285 Mob: 07917 854653
On a personal note: I am pleased to confirm that following an adult lifetime in business and not finding a reliable adviser on financial and pension planning, I was introduced to Isabel and used her as my own, the SVA and my other 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 all 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
