6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk


Financial Consultant, DipPFS

As a mentor, Isabel  encourages, supports and challenges her clients to be financially prepared for the expected and unexpected that life throws our way.

An experienced financial adviser and mother of two, she can help you understand, manage and overcome any issues you may be avoiding and help you direct a full colour 3D movie of your future financial plan in which you play the starring role.

She has a professional focus, helping healthcare professionals navigate the NHS Pension and complexities of the private Consulting world and is Accredited in Financial Wellness with a mission to improve people’s understanding of their financial choices.

The McKenzie and Co. office encourage flexible working and a healthy work/life balance. Seeing her clients’ businesses, homes, families, and day-to-day challenges, and putting a financial plan in place to support them is the reason her work is so rewarding.

If you are looking for down-to-earth and jargon-free explanations then look no further.

Isabel’s own journey began as a Recruitment Consultant in Financial Services for five years. She was at Canary Wharf the day that Lehman Brothers collapsed and after seeing how much this changed the world, in 2008 she decided to move into a more fulfilling career helping individuals and small business owners. She joined St James’s Place because their proposition offers an advice guarantee and a wide range of services from the distinctive St. James’s approach to investment management to various companies that St. James’s Place collaborates and works with.

Isabel lives in the Wiltshire countryside near to the Cotswolds and can be found walking, horse riding and enjoying the outdoors with her husband and two boys at the weekends.

Meet Isabel