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James McKenzie Financial Planning LTD

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the first step to making a plan is to understand your current position and then compare it to where you would like to be in your given timeframe. our advice is clear, comprehensive and uncomplicated to help you make an informed decision which will enable you to achieve your aims and objectives, both personal and financial. as independent financial planners, we are able to review the whole of the market in assessing the most suitable products for our clients. we are only concerned with achieving the best outcome for the client, and as such we have no product bias. our main areas of expertise are, but not limited to: pensions, investments, protection, tax planning, estate planning.

Headquarters:
-
Industry:
Financial Services
Founded:
2018
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
United Kingdom 1
Financial Services

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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