Our expertise, our experience and our technical skills are first-rate
We offer financial advice that is relentlessly focused on our clients’ goals. We know that good financial planning – like other personal improvements – can be transformative. And like other life-goals it takes determination, dedication, and motivation.
We work with people striving toward that financial wellbeing – successful professionals, business owners, the high-performing and the positively-minded. Our financial advice is like having a coach in your corner, standing by with friendly guidance (and the occasional bit of tough love) to make sure you stay on track and hit your aims.
From our offices in Bath, we work with hundreds of clients, both locally and across the UK. Our newly expanded team is packed with experience and specialist know-how, ready to support you in navigating the intricacies of personal finance. Whether you are looking to pursue innovative investments, increase your tax efficiency, or protect your wealth for future generations – together we can shape a gameplan that delivers.
Our expertise, our experience and our technical skills are first-rate
We are dynamic, personable and a breath of fresh air in financial services
Our advice inspires and enables our clients to reach their goals
We build long-lasting client relationships on trust and transparency
We choose to represent St. James’s Place. St. James’s Place guarantees the suitability of the advice given by McKenzie & Co. Wealth Management when we recommend any of the products and services available from companies in the group. More details of which are set out on the St. James’s Place website.
Champions
Have A
Coach.
Ed and the team transacted a complex pension transfer and consolidation despite numerous delays from the other parties, keeping me in touch as things progressed. A successful outcome!
I transferred my pension portfolio to Ed a few years before retiring and have been really pleased with his sound and reassuring advice, which I am continuing to enjoy now I am retired. Ed is very approachable and his advice is both sensible and practical and I feel I am in safe hands at this important time. I have no hesitation in recommending him and SJP to anyone.
Since meeting Harry he has been very helpful in guiding me with my investment, giving sound advice along the way. He answers all my questions in detail showing he is very knowledgeable which makes me feel confident putting my trust in him. Harry is also super approachable and friendly, the service has been fantastic and therefore I would recommend him to anyone.