Financial Planning

At James Mckenzie Financial Planning we provide unbiased, independent fee-based advice to clients who are looking to create, enhance or preserve their wealth. We build long-term relationships with our clients based on integrity, knowledge and experience.

The first step to making a plan is to understand your current position and then compare it to where you would like to be in your given timeframe. Our advice is clear, comprehensive and uncomplicated to help you make an informed decision which will enable you to achieve your aims and objectives, both personal and financial. As independent financial planners, we are able to review the whole of the market in assessing the most suitable products for our clients. We are only concerned with achieving the best outcome for the client, and as such we have no product bias. Our main areas of expertise are, but not limited to: Pensions, Investments, Protection, Tax Planning, Estate Planning.

Get in touch

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Meet the team

  • Mike Lawrence

    Mike Lawrence

    M: +44 78 8602 7600

  • Gary Clayton

    Gary Clayton

    M: +44 77 6958 2569

  • Josh Golding

    Josh Golding

    M: +44 7956 696 421

  • Sarah Rice

    Sarah Rice

    T: 020 7193 2060

  • Frida Lawrence

    Frida Lawrence

    T: 020 7193 2060

  • Donia Dimov

    Donia Dimov

    Financial Planner

James McKenzie Financial Planning Ltd is an appointed representative of First Financial Advisers Ltd which is authorised and regulated by the Financial Conduct Authority. FCA No: 802432. Registered in England & Wales 9194858. Registered Office: Old Station House London Road East Grinstead RH19 1EP | Privacy Policy