Our Services

As Chartered Financial Planners, we offer independent financial planning to private clients, businesses and trustees, all of which is tailored to the individual situation.

What we do

We will work together with you to draft a bespoke financial plan, ensuring that your immediate needs are met, and medium / long terms goals are taken into consideration.

The strategy we provide you with will contain trustworthy advice to enable you to achieve your objectives, in a tax efficient manner. Personal situations and circumstances can alter all too easily and that is why we will ensure that your financial plan is reviewed on a regular basis in order to meet any changes in your life or business.

At Mackenzie Investment Strategies Ltd, we specialise in:

Retirement Planning – pre & post retirement
Inheritance Tax Planning
Life Assurance and Protection
Advice for Businesses