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Mark McKenzie

Chartered Financial Planner

Aberdeen Office,
E: mark.mckenzie@jcwealth.co.uk
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Mark joined Johnston Carmichael in 2005, before moving across to the company's Wealth division in 2008.

Mark is a trusted Chartered Financial Planner advising in all areas of financial planning including pre and post retirement planning, protection advice (personal and corporate) and investment advice. Working closely with other professional connections Mark assists clients with their Inheritance tax planning (IHT).

As well his client work his role sees him mentoring the next generation of Financial Planners.

Outside work Mark spends most weekends travelling to watch his Son play rugby and when time permits enjoys a round of golf.

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.