The Team


You will be introduced to the Team and encouraged to make contact with any one of them.

Recognising that personal service is the foundation of our success and bearing in mind that building the business would need to retain this foundation, Duncan set about assembling a team that works collectively on all cases - delivering chartered financial planning at the very highest level.


Tel: 01463 798219


E.mail: office@mackenzieinvestment.co.uk

 

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Charlotte Worth

Charlotte is an Administrator based in our Inverness office.
Email: charlotte@mackenzieinvestment.co.uk
Charlotte joined us from one of the High St banks in July 2016 and has already started studying for her CII exams.
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Jill Paton-Mackenzie

Jill is on a Graduate placement and joined us in May 2016.
Email: jill@mackenzieinvestment.co.uk
Jill is on her Graduate placement until September 2017 but will return to Mackenzie Investment Strategies full time in May 2018.
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Kaz Malcolm

Kaz is one of our Administrators based in the Elgin office.
Kaz is the newst recruit to the Mackenzie team having joined us from a large national IFA firm.
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Lauren Sutherland

Lauren is our most recent appointment having started with the firm in September 2015 as an Administrator.

E-mail: lauren@mackenzieinvestment.co.uk

Being a native of Thurso, Lauren moved to the bright lights of Inverness in 2011. She has spent the last 3 years at the Bank of Scotland but after starting a BSc in Accounting through Robert Gordon University she felt a move to Financial Planning was more aligned to her future career aspirations. 

 

Lauren’s life outside of work revolves around her black labrador Ruby and husband Shane’s (in that order) professional football games with Peterhead.

 
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Duncan Mackenzie

Director, Charted Financial Planner
E.mail: duncan@mackenzieinvestment.co.uk
Duncan is a director and founder of Mackenzie Investment Strategies Ltd.

For almost 30 years he has grown a valued client base, delivering financial planning based on Trust.  After studying accountancy at Aberdeen University, Duncan started his career as a private client stockbroker with Campbell Neill & Co in Glasgow.  Many clients will know him from his time with a regional accountancy firm, where he managed a team of IFA’s throughout Scotland.

With a desire to deliver a personal financial planning service to a small number of clients, he took the bold leap to set up his own company. Many of his clients followed him and the company has now grown to what you see today. 

Duncan is a chartered financial planner and holds the highest qualification as Fellow of the Personal Finance Society.

Duncan and Avril have managed to keep a good work/life balance over the years, with many of you following events such as their daughters Jill and Kim developing Duncan’s love of horses!  Now that the family is growing up, Duncan is delighted that Avril can take a more visible role in the company that she helped develop from the outset.

Duncan is a director of Ross County Football Club, a team which has close family links as his grandfather played for them in the 1930’s. As a native of Dingwall, he was delighted to be invited by Roy MacGregor to join his board. He has also been spotted at Inverness Caledonian Thistle as he is keen to ensure that both Highland teams succeed at the top level of Scottish football.

Duncan’s golfing ability is testimony to the time and dedication that he has spent on developing the client base! 


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Chris Dunn

Chris has joined us as a Financial Planner and is working towards his Chartered Status.
E-mail: chris@mackenzieinvestment.co.uk
After studying Marketing Management and Entrepreneurship at University, Chris joined The Royal Bank of Scotland working his way up to Financial Planning Manager.

Having spent eight years with RBS, Chris felt his future and career lay elsewhere and was delighted to join Mackenzie Investments. He completed his Diploma in Financial Planning and is now working towards Chartered Status.

Chris was brought up in the Western Isles, where he still regularly visits family, but now lives in Inverness.
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Grant McPhee

Grant recently joined us as Intermediary Relationship Manager.
E-mail: grant@mackenzieinvestment.co.uk
Grant has worked for various insurance companies in London before returning to Inverness to provide his family with a better quality of life. He joined a local independent financial adviser where he worked for 24 years with personal and corporate clients referred by local intermediaries in the North of Scotland. Grant retired in November 2013 but has been coaxed out of retirement by Duncan to undertake this new role.
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Fiona Crothall

Fiona is a senior administrator with Mackenzie Investment Strategies Ltd.
E-mail: fiona@mackenzieinvestment.co.uk
Fiona has worked with a number of companies in the financial services sector, including Geddes & Associates and Scottish Amicable.

Fiona works closely with Linda to ensure that our financial planning process runs efficiently and accurately. Fiona joined Duncan and the team in 2007 and will be known to many clients due to her friendly telephone manner and ability to deal with enquiries. 

As part of her many duties, Fiona is responsible for ensuring that our sophisticated client relationship management software, Intelliflo, is working efficiently and securely.
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Jennifer

Jennifer joined us in March 2015, having worked with a regional IFA for the previous 22 years.
E-mail: jennifer@mackenzieinvestment.co.uk
Jennifer has managed teams and worked with directors, providing effective and efficient support to both the Financial Planners and their clients.  Jennifer has previously worked with Duncan, Linda and Kirsty.

Based in our Elgin office, Jennifer will work closely with the team in Inverness to develop our presence in Moray.
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Daniel Murdoch

Daniel is our Trainee Paraplanner having started with the firm in 2013 as an Administrator.
E-mail: daniel@mackenzieinvestment.co.uk
Daniel previously worked at Cap Gemini where he was entrusted to hold the highest level of security clearance to deal with sensitive information. Daniel received an offer to study accountancy at college but decided to join us to further his career in 2013. This decision has paid off for both the firm and Daniel as he has now progressed to a Trainee Paraplanner.

Daniel has already started studying towards his financial services qualifications which he manages to fit in between playing for the amateur footbal.l club Inverness City. 
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Leann Fox

Leann is one of our Administrators based in the Elgin office.
E-mail: leann@mackenzieinvestment.co.uk
Leann joined our growing Elgin team in May 2016 after spending 4 years with a local Building Society.
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Avril Paton

Avril is a director and founder of Mackenzie Investment Strategies Ltd.
E-mail: avril@mackenzieinvestment.co.uk

The most important aspect of our firm is our clients. With this in mind, Avril has been given an independent role to ensure that all client communication and contact is delivered accurately, in a timely manner, consistent with the company’s financial planning process, and is of the highest quality.

After graduating from Glasgow University, Avril was a researcher with the BBC. She then went on to develop a successful career as a primary teacher. Her attention to detail and ability to question all of the team, provides her with the skills to clearly communicate with clients in plain English about subjects that clients are often confused about.
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Coby

"As Duncan and Avril's much loved family dog, Coby has been an integral part of Mackenzie Investment Strategies from the beginning.  Many clients will know him as the first point of contact when calling at the previous office.  He is always very vocal in his boisterous welcome and continues to be a regular visitor to the new office."