6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk

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Peak performance is the sweet spot between hard-work and reward. Great financial planning is no different - dedication and expertise are the backbone to perfect execution.

That’s where we come in, because winning is always easier with someone in your corner

With you on your journey

What we can do for you.

Whether it’s choosing the right investments or protecting your assets, estate planning to perfecting your retirement, our expert team is laser-focused on delivering the outcomes you want.

Think of us like the ultimate coach: advising you, honing your performance and helping you reach the goals that you have set.

Reach out to us


Diverse, creative and responsible management of your investments and savings

  • Investment Planning
  • Pension Planning
  • Tax Efficiency
  • ISAS
  • Mortgages & access to specialist lending
  • Specialist Advice


Guiding you towards a sustainable and secure financial future

  • Lifetime Cash Flow
  • Access to Cash Management & Specialist Banking
  • Inheritance Tax
  • Estate Planning
  • Trusts
  • Portfolio Management


Helping you look after what you love

  • Life Insurance
  • Critical illness Cover
  • Income Protection
  • Private Medical Insurance
  • *Wills & Lasting Powers of Attorney


Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.

Trusts, Wills and Lasting Powers of Attorney are not regulated by the Financial Conduct Authority.

*Advice relating to Wills, Lasting Powers of Attorney will necessitate the referral to a service that is separate and distinct from those offered by St. James’s Place. This will also be the case where you are provided access to a service.