Andrew Mckenzie

Independent Financial Adviser 2 School House, Quarrier's Village, Inverclyde, Bridge of Weir, PA11 3NQ
FCA verified
23rd April 2018
Our primary focus is on the provision of independent wealth management services, using the sophistication of Lifestyle cash flow analysis.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Andrew Mckenzie Cert CII (MP) dipPFS
Personal and Corporate Financial Management
Where to find us
About us

The old adage of ‘fail to plan – plan to fail' has never been so relevant as it is today with less real State support available at key times - such as retirement, ill-health, death or loss of employment. Cash flow planning is vital if financial goals are to be achieved – such as comfortable retirement. We help our clients address these issues through a process called lifetime cash-flow modelling.
We use a specially designed software program to examine the financial future of our clients as a key element of our lifestyle financial planning service.

Our services

We act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount and all our advisers pride themselves in building lasting professional client relationships. We aim to ensure that all our clients will always view us as their trusted IFA.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

amk Partnership llp is an Appointed Representative of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register ( under reference 461598.

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