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

NB – 1920 – Autumn Budget HK expat
Financial planning
The UK Autumn Budget and its impact on British expats or those planning to move back to the UK  
Pick up where you left off You've read this article
The Fry Group
By Ho-Fung Man
19th November 2024
2025 Autumn Budget Webinar
Financial planning
Webinar: UK Autumn Budget 2025
Pick up where you left off You've read this article
Tony-Maleham
By Tony Maleham
3rd December 2025
AutumnBudget_Banners2025
Financial planning
UK Autumn Budget 2025 – Summary Report
Pick up where you left off You've read this article
Tony-Maleham
By Tony Maleham
28th November 2025
25_09_Digital_Article_CanIClaimMyTaxBackIfImLeavingTheUK_BlogGraphic_V1
Financial planning
Can I get my tax back if i’m leaving the UK?
Pick up where you left off You've read this article
tfg-dale-butcher-1-1-e1612160529245
By Dale Butcher
27th October 2025

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