Mackenzie Investment Strategies Ltd
As Chartered Financial Planners, we guide our clients towards the objectives and lifestyle they desire, helping them to retire at their chosen age whilst protecting their families and businesses financially. Our priority is to provide peace of mind for our valued clients by building a long-term, trusted relationship with the individual.
As Chartered Financial Planners, we guide our clients towards the objectives and lifestyle they desire, helping them to retire at their chosen age whilst protecting their families and businesses financially. Our priority is to provide peace of mind for our valued clients by building a long-term, trusted relationship with the individual. We have been awarded the prestigious Chartered Financial Planners title by The Chartered Insurance Institute (CII), a status only achieved by the top firms which meet the strict criteria relating to professional qualifications, capability and the highest standards of ethical practice. We are committed to on-going professional development, ensuring we advise you in the most appropriate way to suit your needs and circumstances. We are always up to date with the latest software enabling us to present your options and projections well into the future. Our team looks after a loyal family of clients and as our client bank has increased we have expanded our team to accommodate their needs. This has produced a strong network of professionals who are dedicated to helping you and your financial needs. At Mackenzie Investment Strategies Ltd, we have a strong sense of community, regularly supporting local groups and charities. We will continue to do so as part of our business principals.
Address: Caulfield House, Cradelhall Business Park, Inverness IV2 5GH, United Kingdom
Phone: +44 1463 798 219
FAX:
