Mark McKenzie

As a Chartered Financial Planner and APFS qualified, I focus on building long-term relationships with my clients, and designing plans that evolve as circumstances change, covering reviews, inter-generational planning, savings, investments and Inheritance Tax mitigation. 

I support clients with a wide range of financial planning needs, from retirement and protection advice to investment strategies and estate planning. 

As well as my client work, I also mentor developing the next generation of financial planners within the team. Outside work, I spend most weekends watching my son play rugby and when time permits, I enjoy a round of golf.