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.

Ian enjoys most sports, in particular football. He likes eating out and spending time with his family and friends.

Insights from Ian

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Financial planning
The future of Inheritance Tax
Pick up where you left off You've read this article
Ashley-Jones-3-scaled
By Ashley Jones
10th March 2026
26_03_Digital_Article_SpringStatement_BlogGraphics.JPG
News
UK Spring Statement 2026
Pick up where you left off You've read this article
Tony-Maleham
By Tony Maleham
4th March 2026
Financial planning
Moving to Dubai Checklist
Pick up where you left off You've read this article
30th January 2026

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