6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk

Our Approach

Game
Changing
Financial
Advice.

Knowledge + Experience × Dedication = Game-changing Financial Advice

Financial Advisers often boast about putting the client at the centre of what they do. At McKenzie we go one better – we make your goals the centre of everything!

You pick the results and we’ll coach you, guide you, and keep you focused on hitting the mark.

Reach out to us

How We
Work

Fact Finding

An initial meeting or video-call to gain a clear understanding of your immediate and future goals.

Planning

We turn your goals into a clear and detailed plan for success.

Implementation

Once the plan is approved, we implement it, with all the necessary financial structures in place.

Monitoring

We hold regular review meetings to assess the ongoing trajectory and adjust for hurdles or new challenges.

Ongoing Support

You have full 24/7 online oversight of your plan and you can reach out to your adviser who is on hand for an informal update or ongoing support.

Champions
Have A
Coach.

Investment Strategy

Responsible, Innovative & Specialised

As a Senior Partner Practice of St. James’s Place we have access to their distinctive approach to Investment Management where all their fund managers are chosen by The St. James’s Place Investment Committee.

The St. James’s Place Investment Committee takes advice from leading Independent investment consulting firms.  The committee is responsible for selecting the external fund managers and monitoring them to ensure they deliver to their agreed mandates.

Where concerns arise regarding a fund managers ongoing ability to deliver or a better alternative is identified the committee has the ability to change them quickly without any tax implications or incurring any transaction costs.

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.

Who's By Your Side?