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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How the Autumn Budget impacts UK expats
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By Matthew Curtis
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2025 Autumn Budget Webinar
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Webinar: UK Autumn Budget 2025
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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
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By Tony Maleham
28th November 2025

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