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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.

Financial Planning

At James McKenzie Financial Planning we provide unbiased, independent fee-based advice to clients who are looking to create, enhance or preserve their wealth. We build long-term relationships with our clients based on integrity, knowledge and experience.

The first step to making a plan is to understand your current position and then compare it to where you would like to be in your given timeframe. Our advice is clear, comprehensive and uncomplicated to help you make an informed decision which will enable you to achieve your aims and objectives, both personal and financial. As independent financial planners, we are able to review the whole of the market in assessing the most suitable products for our clients. We are only concerned with achieving the best outcome for the client, and as such we have no product bias. Our main areas of expertise are, but not limited to: Pensions, Investments, Protection, Tax Planning, Estate Planning.

Meet the Team

Sarah Rice

Josh Golding

Donia Dimov

Stephen Lishman

Andrew Crossman

Spencer Sutherland

Frida Lawrence

Leanna Wilhelm