McKenzie & Co Financial Consultants
Financial Planners
6 Kingsmead Square, Bath BA1 2AB
Most Recent Comments
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November 2022
Probably the best 1 hour of my time I've every spent, it's great to know my financial goals are in such good hands.
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November 2022
Executed a complicated pension consolidation and transfer. Great service from Ed and the team
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November 2021
Isabel Clark is the best mortgage broker around! She helped us through a very tricky let to buy and simultaneous residential purchase, whilst both of us having only self employed accounts. Thank you!!
From McKenzie & Co Financial Consultants
We specialise in providing face-to-face wealth management advice that is tailored to reflect individual circumstances. We place you at the heart of everything we do, and are committed to building and sustaining long-term relationships based on trust, superior service and the quality of our initial and ongoing advice. We can help you throughout your various life stages, providing a comprehensive range of financial solutions to address a multitude of needs and objectives. This includes investment planning, retirement planning and tax & estate planning. Our experience is that everyone has their own personal concerns, responsibilities and ambitions, and that the solutions that would work for one simply would not work for another.
