6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk


Director, FPFS

Ed founded McKenzie and Co in 2009 and has overseen the growth of the company over the years since then. As an avid sportsman, playing Rugby, Cricket and Football, he utilises the values and strengths of elite sports teams to underpin Mckenzie and Co’s internal and external work ethic.

Fundamentally, the team’s external approach with clients is to build a long-term relationship where clients can trust us to look after their financial aspirations coupled with the peace of mind to navigate the ever-changing complexity of market volatility, taxation legislation and life events.

Ed has worked as a financial adviser since the early 2000s and in that time he has learnt the importance of being honest with clients from the outset. Markets are volatile and investments will have bad years as well as good years. However, through good advice and strong support, long term objectives can be exceeded.

Ed specialises in retirement planning, helping clients navigate the complex interaction of personal and final salary pensions, interacting with Inheritance Tax Planning, where appropriate.

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Meet Ed