Our Process

At Mackenzie Investment Strategies Ltd we know that everyone has individual needs, and situations differ from person to person. This is why we are passionate about ensuring our financial planning is bespoke to each client.

To achieve this, our process is as follows:

Initial Meeting
We will hold an initial meeting with you to discuss your current situation and to hear about your medium and long term goals
Gathering Information
We will gather and analyse your existing financial details. This will enable us to create a truly individual and integrated plan that meets your objectives
Financial Plan
We will present you with your financial plan and discuss the contents with you further, explaining every point
Implement Plan
Once you are happy with our recommendations, we will implement your plan
Monitor the Plan
We will review and monitor your financial plan to ensure that it evolves to meet any changes in your circumstances and/or the investment world
01463 798219
Authorised and regulated by the Financial Conduct Authority 549999
© 2017  Mackenzie 
Caulfield House, Cradlehall Business Park, Inverness, IV2 5GH  E: office@mackenzieinvestment.co.uk
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