Investments
At Mackenzie Financial Planning, our clients benefit from the success of our investment process, ensuring that your investments work to achieve what you desire from your portfolio; be this capital growth, income, or a combination of the two, whilst also reducing your tax burden.
Our bespoke service appeals to a wide range of clients from private individuals, through large families, to trusts and charities, and we are able to develop an investment solution that is appropriate in each individual set of circumstances.
We take into consideration your risk profile, tax status, time horizons, future cash flow or income needs, and individual investment requirements to produce a personalised investment solution.
Clients are not invested in pre-determined model portfolios but benefit from a portfolio construction process that encompasses the full range of asset classes available to us, including gilts, corporate bonds, property, collective funds and equities.
We also endeavour to ensure that the portfolio is appropriately diversified across sectors and companies. Experience and academic research has proven that this attention to asset allocation and diversification is the best way to ensure investment objectives are met over the long-term.
In managing clients' portfolios we help address the various tax issues which may arise, such as ISA subscriptions, capital gains tax minimisation, Enterprise Investment Schemes and Venture Capital Trust investments.
If you want to discuss your aims and concerns on an individual basis in order to develop an investment solution that is right for you, contact us.
As part of our commitment to quality advice and service, we want to ensure all our clients are helped whenever circumstances change.
Many of our clients opt for the On Track or Platinum progress & review service. Both provide regular reviews and access to their financial planning consultant in between.
Regular portfolio valuations are designed to provide the information our clients actually want in a form that is clear and transparent. Of course ad hoc valuations are available on request by email or in hard copy.
Our bespoke approach can also encompass ethical considerations where appropriate.
Should you wish to arrange a meeting with one of our team, please contact us.