The Business Exchange Bath & Somerset Issue 15: Spring 2020 | Page 14
F inancial
advice
oF real Family value
Our intergenerational wealth management advice is designed to protect the wealth and financial future of your
family. We provide a range of family-oriented financial products and services, enabling you to work together to
support each other across the generations.
Whether you would like to help younger family members onto the housing ladder, contribute to a grandchild’s
education or wedding, or help an older relative with later-life planning, careful consideration can ensure your wealth
works harder for all your family without compromising your own retirement needs.
Contact us for further information.
01225 300 281 | [email protected]
www.mckenzieandco.co.uk
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority)
for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
McKenzie & Co Financial Consultants is a trading name of McKenzie Wealth Management Ltd.
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