The Business Exchange Bath & Somerset Issue 28: Summer 2023 | Page 25

S e e y o u r fi n a n c e s b l o o m

Time is precious . You want to spend it doing the things that make you happy . So keeping on top of your finances can often fall way down your list of priorities . We get it . Managing your wealth is time-consuming and complex , after all .
Our friendly and approachable service is backed by the strength and security of FTSE 100 company St . James ’ s Place Wealth Management . Yet being local means we ’ re here to help whenever you need us .
We pride ourselves on building trusted long-term relationships , placing you at the heart of everything we do . You are unique , so you deserve a service that reflects your personal circumstances and aspirations .
Let ’ s sow those first seeds
Senior Partner Practice
J o n a t h a n K n e e
D i p P F S R egistered Member o f the Personal Finance Society
S e n i o r F i n a n c i a l C o n s u l t a n t
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Mckenzie & Co Financial Consultants 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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