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Mark McKenzie

Chartered Financial Planner

Aberdeen Office,
E: mark.mckenzie@jcwealth.co.uk
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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

'My JC Path: From Business Development to Financial Planner' - Read more about Mark, here.