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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Do I Need A Will?
Most people know the importance of making a Will, but for one reason or another never get around to it or think that because they do not have considerable savings or property, they do not need to.
Read moreOur Services
For many people, the prospect of writing a Will can be a daunting process. James McKenzie recognise this is often a reason people put off writing a Will, so to combat this have simplified our offering into distinct services.
Read moreCorporate Solutions
Over 300,000 people die without a valid Will each year, causing additional financial and emotional burdens on the loved ones left behind. Companies offering their staff Will writing as a flexible or voluntary benefit show they care not only about the staff member, but their whole family.
Read moreAbout Us
James McKenzie (Wills) Ltd is a specialist Will writing company, focusing primarily on providing Wills and related products to employees of large multinational companies. We have been providing Will writing services since 2004 and have been in the employee benefit market since 2007.
Read moreFinancial 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
Mike Lawrence
Director
Gary Clayton
Director
Sarah Rice
Josh Golding
Financial Planner
Donia Dimov
Chartered Financial Planner
Stephen Lishman
Financial Planner
Andrew Crossman
Financial Planner
Spencer Sutherland
Financial Planner
Frida Lawrence
Protection and Benefits Coordinator
Leanne Wilhelm
Administrator
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