About Us


The Highlands, Islands and North of Scotland have a long
reputation for producing and attracting successful individuals.


At Mackenzie Investment Strategies Ltd, we hold a long established proven record of success as independent financial planners.

Pre or at retirement

Pre or at retirement

Graham and Helen

Graham and Helen recently retired and are fortunate enough to be financially secure, enjoy good health and also lead a very active lifestyle.
 

After discussion, it became clear that despite their wealth, they were unsure about spending the money they had carefully saved over the years. Whether it be on holidays, upgrading their car, or gifting, they were afraid the money might run out.

 

We constructed a written financial plan and agreed upon a level of income they could have at their disposal. We suggested a back-up of capital that could be monitored and alert Graham and Helen should their spending become too much.   

 

...Read More
Inheritance

Inheritance

Kevin & Linda, Mary & Neil

Kevin and Linda were keen to include their grown up family in the financial planning process from the outset.

This allowed us to have an active Inheritance Tax (IHT) planning process, with both donors and recipients in full knowledge of the overall objective.

 

...Read More
Business Sale

Business Sale

Alan and Beth

Alan had a successful career and was fortunate to sell his business. 
He and wife, Beth, had a history of poor financial advisers and were understandably sceptical about what we could do for them.

We were recommended by one of Alan’s business associates so we had a window of opportunity. Our initial meeting with Alan and Beth allowed us to understand what they wanted to achieve in retirement. We then gathered information relating to their existing financial arrangements.

...Read More
Busy Executive

Busy Executive

Ewan & Fiona

Ewan and Fiona run a successful family business that involves long, un-sociable hours. 
They first met with us many years ago to review their existing plans and expected us to simply make changes - a pattern that they had learned to expect from previous advisers.

Instead, we sat down with them and discussed their plans for the future.  After listening to what they had to say, it became clear that retirement at the earliest opportunity would give them a light at the end of the tunnel.

...Read More
Widow

Widow

Irene

Irene became a client over 10 years ago after the sudden death of her husband.  It was a very difficult time for her and not easy to concentrate on money matters.
We sat down with Irene and went through all of the family paperwork and corresponded with the various companies and organisations.


...Read More

X



     IFP-logo-(1).jpg
We have been awarded the prestigious Chartered Financial Planners title by The Chartered Insurance Institute (CII) and Accredited Firm by the Institute of Financial Planners, a status only achieved by the top firms which meet the strict criteria relating to professional qualifications, capability and the highest standards of ethical practice.

We are committed to on-going professional development, ensuring we advise you in the most appropriate way to suit your needs and circumstances. We are always up to date with the latest software enabling us to present your options and projections well into the future.


Our team looks after a loyal family of clients and as our client bank has increased we have expanded our team to accommodate their needs. This has produced a strong network of professionals who are dedicated to helping you and your financial needs.

At Mackenzie Investment Strategies Ltd, we have a strong sense of community, regularly supporting local groups and charities. We will continue to do so as part of our business principals.
01463 798219
Authorised and regulated by the Financial Conduct Authority 549999
© 2017  Mackenzie 
Caulfield House, Cradlehall Business Park, Inverness, IV2 5GH  E: office@mackenzieinvestment.co.uk
Design: 2bcreative | Build: Alchemy Plus