Back to Our team

Mark McKenzie

Chartered Financial Planner

Mark McKenzie

Aberdeen Office,
T: 07436 544 941
E: mark.mckenzie@jcwealth.co.uk
Connect on LinkedIn

Mark is a Chartered Financial Planner based in our Aberdeen office. He joined our Wealth team in 2008.

Mark provides holistic financial planning solutions to both private individuals and corporate clients. Over the years he has built strong working relationships with other professionals, providing clients with excellent service and trusted advice, priding himself on his ability to explain complex financial planning in an easy to understand manner, thus enabling clients to live their lives knowing their financial circumstances are in safe hands.

Mark is also an Associate of the Personal Finance Society.

Specialisms

  • Review of existing financial planning arrangements
  • Inheritance tax mitigation and estate planning
  • Pre and post retirement planning
  • Personal and business protection
  • Inter-generational planning
  • Savings and investments
  • Long-term care

Expertise

Qualifications

  • APFS
  • Chartered Financial Planner

Arrange a free consultation with the team now

All fields are required

Reason for meeting


  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   

All fields are required

All fields are required, except marked with *

If applicable, please tell us the number of employees *

Have a general enquiry? Get in touch.