McKenzie & Co. Financial Consultants, Bath Videos

Investing is a bit like making great wine. We all want great outcomes and savour the returns, but it requires patience, a robust process and attention to detail. Some vintages will be better than others, sometimes the stock needs a little diversity to match new tastes, but ultimately it is made for drinking and enjoying, so never lose sight of your goals. The value of your investment can go down as well as up. You could get back less than you invested. McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. SJP Approved 14/03/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Investing, like sport, is about peak performance and making the most of your opportunities. Like great coaches, we are able to piece the various bits of your financial puzzle together to create something bigger and better than the sum of the individual parts. Having a team full of stars isn't as good as having a star team! McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. SJP Approved 14.03.2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Any golfer knows that choosing the right club is half the battle to a successful round. We can help you with your long game, avoid the hazards and traps, and offer good advice for where to PUT your money. The value of your investment can go down as well as up. You could get back less than you invested. McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. SJP Approved 14/03/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Tristan Johnson - Director, DipPFS
“The biggest thing I love about my job is giving my clients a sense of relief, typically either after a life event, such as an inheritance, or it might be that they have just got themselves in such a muddle that they just need someone else to look at things. Typically I tend to attract clients who are time poor. This is because they normally have their own businesses or they're very high up in a corporate structure and therefore they don't really have the time to look after all their finances. By really looking after their goals, I'm looking after the client and I think that's quite important.” McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. 'SJP Approved 13/03/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Oli Stavrakakis - Financial Consultant, DipPFS
“I'd best describe my clients as a really varied group of people, the one thing that most of them have in common is that we get on, on a personal level as well as on a professional level. Having that deeper, personal understanding of what their goals and objectives are really helps me understand where they want to be and helps me put a plan in place to get them there. It's a lovely moment when clients really open up to you and tell you that extra bit of information that really helps you understand exactly what they're looking to achieve.” McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. 'SJP Approved 13/03/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Jonathan Knee - Financial Consultant, DipPFS
"I'm very much a relationship-based financial advisor.I provide the information and the time for my clients to make the decision that's right for them. I'll always guide them with my best advice, to make sure they've got all that knowledge so they can make an informed decision with regards to their financial wealth and their objectives." McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. 'SJP Approved 23/03/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Zac Purchase - Hill Financial Consultant, MBE OLY
"One of the main learnings I took from my previous sports career was to help people set goals. One of the things I love to do with my clients now is to sit them down and actually work out where they want to be in the future. From that, we can then really develop a plan that works and it is absolutely bespoke to exactly what they want to achieve.” McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. 'SJP Approved 13/03/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Isabel Clark - Financial Consultant, DipPFS
“I work with mostly self-employed clients and help them plan around pensions and investments and life cover and mortgages. As an advisor to my clients, it's my job to help them form long-term plans and to form an emotional attachment to those long-term plans. If they have clarity on their long-term plans, then people will want to give up things they're paying for in the now in order to fund their long-term goals.” Your home may be repossessed if you do not keep up repayments on your mortgage. McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. 'SJP Approved 23/03/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Harry Tucker - Financial Consultant, DipPFS
“I like to build a relationship with my clients and really get to understand them and understand what their aspirations are, what their hobbies are, what gets them out of bed in the morning and help implement a plan to achieve more of that in their life.” McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. 'SJP Approved 23/03/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Ed Mckenzie Director, FPFS
“I'm very passionate about working with an endgame and plan for all of my clients and working with them on that journey. I love being part of the twists and turns and coming out on top. Mckenzie and Co works with businesses and individuals to provide long-term objectives, focusing on what they're trying to achieve, whilst providing peace of mind over those short term fluctuations. Seeing all of the hard work that we put in come to fruition at the end is a real pleasure and real enjoyment of the work that we do.” McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. 'SJP Approved 13/03/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinancewithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone

Badminton 2022
We had such a wonderful time hosting our clients and their friends at our lakeside pavilion at this year's Badminton. Great weather and great company. Huge thanks to Luke Mortimer from All I See Media who put this little video together.