6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk


Financial Consultant, DipPFS

Ed began his career in financial services in 2013, as direct customer help, supporting a variety of clients with diverse needs. This experience, coupled with working alongside advisors, fostered an ambition to become a financial advisor so he could further facilitate people’s financial security and wealth management. Since joining McKenzie and Co in 2021, he has specialised in goals-based financial planning, a bespoke service that allows him to work with clients to plan for and realise their financial ambitions. 

Ed appreciates the value of goal-setting and quality coaching in his life outside of work, especially in his passion for weightlifting, where listening to good advice and following the plan rewards him with results.