Business Details
16 Years
experience
Your Trusted Financial Advisers in Bristol
Founded in 2010, McKenzie & Co Financial Consultants & Co Financial Consultants redefined wealth management by placing client goals at the heart of every strategy. Our Bristol-based team combines technical expertise with a coaching ethos, delivering tailored financial planning for individuals, families, and businesses across the UK. With access to St. James's Place's investment solutions and a focus on tax efficiency, retirement planning, and intergenerational wealth transfer, we prioritise long-term client relationships built on transparency and trust. Our advisers hold industry-recognised qualifications including FPFS, CFPTM, and DipPFS accreditations, ensuring clients receive technically robust yet personally relevant guidance.From pension consolidations to mortgage solutions, we specialise in transforming complex financial challenges into clear, actionable strategies. As an Appointed Representative of St. James's Place Wealth Management plc (regulated by the FCA), we maintain rigorous compliance standards while delivering a refreshingly personable service. Our growth from a two-person team to a multidisciplinary practice reflects our commitment to evolving with client needs without compromising our founding principles of dedication and expertise.
Services
Investment Planning
Pension Planning
Tax Efficiency
Estate Planning
Mortgage Solutions
Protection Planning
Retirement Strategies
Corporate Services
Intergenerational Wealth
Portfolio Management
Details
- Year established: 2010
Highlights and features
- We offer 14 years' experience in bespoke wealth management since 2010
- Our team holds advanced qualifications including FPFS and DipPFS designations
- We provide access to St. James's Place's award-winning investment solutions
- Our coaching approach combines technical expertise with personal accountability
- We maintain transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority
What people say
Sound and reassuring advice
Very knowledgeable
Fantastic service
In safe hands
Professional while remaining human
Services
Investment Planning
Our investment planning service creates tailored strategies using St. James's Place's curated funds and risk-rated portfolios. We help clients grow wealth through diversified investments in stocks, bonds, and ESG funds while maintaining alignment with individual risk profiles. Regular portfolio reviews ensure ongoing optimisation for market conditions and personal circumstances.
Pension Planning
Specialising in pension transfers and consolidation, we offer comprehensive retirement planning using SIPPs and drawdown solutions. Our advisers help clients navigate complex pension landscapes to maximise retirement income while maintaining FCA-regulated compliance and tax efficiency across both personal and corporate pension arrangements.
Protection Planning
We provide critical illness cover, life insurance, and income protection solutions to safeguard financial futures. Our approach combines risk assessment with inheritance tax planning, including Wills and trusts, to create comprehensive protection strategies that preserve wealth for beneficiaries while minimising tax liabilities.
Mortgage Solutions
Our mortgage advisory service covers residential, buy-to-let, and commercial properties. We help clients secure competitive mortgage products across first-time buyer schemes, remortgaging, and investment properties while explaining options like fixed-rate and offset mortgages with transparent fee structures.
Intergenerational Wealth
This service focuses on wealth transfer strategies across generations. We help families implement tax-efficient gifting, establish trusts, and create succession plans while educating younger generations about financial stewardship to preserve family wealth and values over time.
People
Ed McKenzie
Director, FPFS
With over 15 years in financial services, Ed specialises in complex pension transfers and retirement planning. His client-focused approach combines technical expertise with clear communication, helping business owners and professionals achieve long-term financial security through tailored investment strategies.
Tristan Johnson
Director, CFPTM DipPFS
Tristan brings 12 years' experience in investment management and corporate financial planning. His expertise in portfolio construction and tax-efficient strategies has helped numerous clients optimise their wealth management, with particular specialism in advising sports professionals.
Harry Tucker
Financial Consultant, DipPFS
Harry focuses on investment advisory and protection planning, known for making complex financial concepts accessible. His approachable style and thorough explanations have earned strong client trust, particularly among first-time investors and small business owners.
Nicki Mitchell
Chief Operations Officer
Nicki oversees operational excellence with 18 years' experience in financial services compliance. She ensures seamless service delivery across all client interactions, maintaining rigorous regulatory standards while optimising practice efficiency.
Jonathan Atkinson
Director, DipFA
Specialising in intergenerational wealth transfer, Jonathan has 14 years' experience in estate planning and tax mitigation strategies. He helps families preserve wealth across generations through trusts, inheritance tax planning, and succession strategies.
Questions
What investment options do you offer?
We provide access to St. James's Place's curated funds, including stocks, bonds, ESG investments, and risk-rated portfolios tailored to individual risk profiles.
How do you charge for financial advice?
Our fees are transparently structured with no hidden charges, combining competitive pricing with FCA-regulated service standards for all planning and implementation work.
Can you help with pension transfers?
Yes, we specialise in complex pension transfers and consolidations, with proven expertise in navigating regulatory requirements and optimising retirement outcomes.
Do you work with first-time investors?
Absolutely. We guide new investors through risk assessment, portfolio construction, and ongoing management to build confidence and long-term wealth.
How are you regulated?
As an Appointed Representative of St. James's Place Wealth Management plc, we operate under FCA regulation for all wealth management products and services.
What areas do you cover?
Based in Bristol, we serve clients nationwide across the UK, providing both in-person and virtual advisory services to individuals and businesses.
Reviews (2)
Jonny Atkinson
Nov 12, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Probably the best 1 hour of my time I've every spent, it great to know my financial goals are in such good hands.
Probably the best 1 hour of my time I've every spent, it great to know my financial goals are in such good hands.
Daniel Charles
Mar 19, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Isabel Clark is the best mortgage broker around! She helped us through a very tricky let to buy and simultaneous residential purchase, whilst both of us having only self employed accounts. Thank you!!
Isabel Clark is the best mortgage broker around! She helped us through a very tricky let to buy and simultaneous residential purchase, whilst both of us having only self employed accounts. Thank you!!
