Business Details
16 Years
experience
Your Trusted Financial Partner in Bristol
Founded in 2010, McKenzie & Co & Co Financial Consultants revolutionises wealth management by placing client goals at the heart of every decision. Our Bristol-based team combines technical expertise with a coaching ethos, offering tailored advice on investment planning, pension strategies, tax efficiency, and intergenerational wealth transfer. As an Appointed Representative of St. James's Place Wealth Management, we provide access to award-winning investment solutions while maintaining a personal, transparent approach.With over a decade of experience, we serve high-net-worth individuals, business owners, and families across the UK, prioritising long-term relationships built on trust and measurable outcomes. Our services extend to corporate financial planning, protection strategies, and mortgage solutions, ensuring comprehensive support for all stages of wealth management.
Services
Investment Planning
Pension Strategies
Tax Efficiency
Mortgage Solutions
Estate Planning
Protection Cover
Corporate Financial Planning
Wealth Transfer
Details
- Year established: 2010
Highlights and features
- We offer 15+ years of experience in client-focused financial planning
- Our team holds Chartered Financial Planner and Certified Financial Planner qualifications
- Access to St. James's Place award-winning investment solutions
- 24/7 online portfolio monitoring and reporting tools
- Transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Sound and reassuring advice
Approachable and friendly
Fantastic service
Professional while remaining human
Transformed my financial approach
Services
Investment Planning
Crafting personalised investment strategies using St. James's Place risk-rated portfolios. We combine market expertise with client-specific goals to create diversified solutions across asset classes. Our ongoing monitoring ensures alignment with changing circumstances while maintaining tax efficiency.
Pension Planning
Comprehensive pension advice covering SIPP management, drawdown plans, and annuity solutions. We specialise in consolidating complex pension arrangements while optimising tax-efficient withdrawals. Regular reviews ensure retirement plans adapt to legislative changes and personal circumstances.
Estate Planning
Designing tax-efficient inheritance strategies using trusts, lifetime gifting, and charitable donations. Our specialists coordinate with legal professionals to implement lasting powers of attorney and wills, ensuring smooth wealth transition across generations.
Mortgage Solutions
Sourcing competitive mortgage products for residential and buy-to-let properties. We advise on fixed-rate, tracker, and offset mortgages while considering tax implications. Our services include remortgaging strategies and first-time buyer guidance with independent market access.
Protection Planning
Creating tailored insurance solutions covering life cover, critical illness, and income protection. We assess individual risk profiles to recommend appropriate coverage levels while integrating protection strategies with overall financial plans.
People
Ed Mckenzie
Director, FPFS
With over 20 years' experience, Ed specialises in complex pension transfers and retirement planning. His client-focused approach combines technical expertise with clear communication, ensuring tailored solutions for high-net-worth individuals and business owners.
Tristan Johnson
Director, CFPTM DipPFS
Tristan provides strategic investment advice to professional athletes and entrepreneurs. His expertise in cashflow modelling and tax-efficient planning helps clients achieve long-term financial security while maintaining regulatory compliance.
Harry Tucker
Financial Consultant, DipPFS
Harry specialises in first-time investor guidance and intergenerational wealth planning. He focuses on making complex financial concepts accessible, with particular experience in helping young professionals build sustainable investment portfolios.
Questions
What financial services do you specialise in?
We specialise in investment planning, pension strategies, tax efficiency, estate planning, and protection cover tailored to individual and corporate clients.
How are you regulated?
We operate as an Appointed Representative of St. James's Place Wealth Management, regulated by the Financial Conduct Authority (FCA).
Do you work with first-time investors?
Yes, we provide tailored guidance for first-time investors, explaining options clearly and creating accessible entry-level investment strategies.
Can you help with complex pension transfers?
Yes, our team has extensive experience handling complex pension consolidations, including overcoming administrative challenges with other providers.
What areas do you cover?
Based in Bristol, we serve clients across the UK with both in-person and virtual consultation options available.
