Working With You
When our clients first come to us, they are unsure about how exactly we go about working with them, and maybe asking these questions:-
“Will I have enough money to last me for the rest of my life?”
“How much will I need?”
“How can I protect what I have built up already, to make the best use of the capital?”
How we do it
Our clients want a trustworthy and long lasting relationship with their financial planner. They want advice that will benefit them by helping them to fulfil their objectives, reach their desired lifestyle and achieve their financial goals. At Mackenzie Investment Strategies Ltd we follow a proven process to ensure our clients’ continuing financial needs are met.
Your initial meeting is at our cost as we view this as an investment in you, as a potential valued client. Our fee structure will be discussed with you at our initial meeting, as it is based on individual circumstances and will be agreed prior to any work being carried out for you.