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James McKenzie Financial Planning LTD
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.
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James McKenzie Financial Planning LTD has 1 employee
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James McKenzie Financial Planning LTD is in the industry of: 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.
Create a sequence — it's free