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Covid-19 update

All our services remain fully operational, with phone, Skype, Teams and other conference calls being conducted in place of face to face meetings. You will still receive the same high level of service with all our service agreement levels being met. If you have a family member who requires our services, we are offering all our clients a “Family Referral” scheme, so please let us know via the Contact tabs on our website and we will be happy to help. To all our partners and clients, we extend our full support and well wishes at this difficult and challenging time.

Mortgage Advice Service

For most people a property is the largest purchase they will make in their lifetime with the process of arranging finance or re-mortgaging in an ever changing market often considered by many as daunting, time consuming and stressful process. 

With employee wellbeing at the top of the agenda for all companies, such support and advice is crucial to remove the stigma around securing property finance. We understand the need for greater support for employers to help their employees here.

Mortgage advice and financial education

Since 2007 James McKenzie has been supporting employers with educating their employees, providing them with advice and support whatever the circumstances.

Whether a graduate or new starter at the beginning of their career, or a senior employee/partner, we can help ensure they are best placed for buying their first home, increasing their property portfolio or purchasing that ‘forever home’.

How can we support Employers?

Through our range of virtual seminars, drop in sessions, on site face to face meetings or presentations we are there to support employees with the advice they need when it comes to securing mortgage finance, all at no cost to the employer or the employee.

Contact us 

Reach out to us today and we can give you an overview as to how we can support your employees with mortgage advice and financial education.

James McKenzie Financial Planning Ltd (FCA No: 802432) is an appointed representative of Global WealthMAP Ltd which is authorised and regulated by the Financial Conduct Authority under FCA No: 827170

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