Ed and the team transacted a complex pension transfer and consolidation despite numerous delays from the other parties, keeping me in touch as things progressed. A successful outcome!
I transferred my pension portfolio to Ed a few years before retiring and have been really pleased with his sound and reassuring advice, which I am continuing to enjoy now I am retired. Ed is very approachable and his advice is both sensible and practical and I feel I am in safe hands at this important time. I have no hesitation in recommending him and SJP to anyone.
Since meeting Harry he has been very helpful in guiding me with my investment, giving sound advice along the way. He answers all my questions in detail showing he is very knowledgeable which makes me feel confident putting my trust in him. Harry is also super approachable and friendly, the service has been fantastic and therefore I would recommend him to anyone.
I would not hesitate to recommend Harry, He seems informative, Friendly, and a pleasure to work with!
I was quite confused about investing, pensions, money generally and I didn't trust advisors. Then I met Harry. He's kind, knows how to listen and gives me great ideas and support. Definitely recommend!
Harry has been looking after my companies and personal finances for a few years now. Harry’s passion, knowledge, and a genuine interest in achieving the best for his clients is what makes Harry a true professional in the industry. The whole process has been made extremely clear, and his ability to make what seems like a daunting process so simple is an invaluable skill.
I was a little concerned when my account was transferred from my previous adviser but Harry has been a pleasure to work with. He is professional while remaining “human” answering all my questions quickly and effectively in a manner that I can understand. He is very approachable and I am sure he has my best interests in mind when dealing with my account. I would recommend him.
Tristan is more than an adviser, he’s a trusted friend. We have quickly established a rapport, he’s able to explain to me what to do with my investments in a way that makes perfect sense and I trust him completely. I would not hesitate to recommend him.
Working with McKenzie & Co has transformed my approach to managing my wealth. They have so much experience of helping other sports professionals and know the kinds of financial challenges we face and how to overcome them. Thanks to them, I now have a plan that's fit for purpose and designed to deliver a secure future once my playing days are over.
Tristan is exactly what we want in an FA – calm, considered & always clear in his recommendations/options with solid reasons behind them. He encourages discussion & challenges, ensuring we fully understand the investment prior to committing. Plus our portfolios steadily grow, what more could we ask?! Thank you Tristan.
We are fully-equipped with the drive, the experience and the technical skills to transform your financial future.