Ian McKenzie

Associate Director, Wealth
Connect with Ian
Edinburgh
Ian-McKenzie

Ian has vast experience within the financial services industry. He started his career in 1986, working for a large insurance company, but now enjoys helping personal clients to create financial plans to achieve their goals and objectives.

Ian specialises in investment, retirement planning and Inheritance Tax mitigation. His high-net-worth clients are based in Edinburgh and throughout the UK.

He is a keen golfer and enjoys taking part in several other sports. He has a young family.

Insights from Ian

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Financial planning
NS&I interest rate cuts – time to explore other options?
Pick up where you left off You've read this article
Ian-McKenzie
By Ian McKenzie
6th November 2020
Illustration of blogging
The Progeny Group
Adviser Diaries: A day in the life of a Financial Planner
Pick up where you left off You've read this article
Ian-McKenzie
By Ian McKenzie
24th June 2020

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