The MacKenzie Taylor Asset Management Wealth Planning Service is designed to safeguard your long-term financial security. We understand that your financial affairs are complex and will require continuous and pro active management.
This bespoke financial planning service encompasses your investment, pension, financial estate and tax planning (the FCA does not regulate tax advice), while constantly focusing on your financial goals and responding to your changing circumstances. All your financial affairs will be expertly managed under one roof.
After a Full Fact Finding and Risk Profiling process, our Financial Advisers will undertake holistic analysis and extensive research to give you the best financial solutions to your current circumstances and future aspirations.
A detailed client report will be sent to you with fully explained and tailor made recommendations. To help you fully consider these recommendations our Financial Adviser will schedule further discussions with and expertly guide through their implementation.
With all necessary administration, official documents, liaison with product providers and fund managers fully managed by us, you can rest assured that your individual portfolio is being professionally managed to maximize its potential.
Regular meeting with our Advisers will keep us up to date with your changing needs.
Unlimited access to our Chartered Financial Planners and Support Team will allow us to respond quickly to any questions you may have to give you peace of mind.
