MacKenzie Financial

Independent Financial Adviser  30 West Port, Lanark, Lanarkshire, ML11 9HE
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FCA authorised
Last authorised 20th September 2021
Independent Financial Adviser offering advice from the Whole of marketplace for Investments, Pensions, Protection and Mortgages. Trust & Integrity for clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MRS Roberta Ann MacKenzie Dip PFS, CII(MP)
Independent Financial Adviser
About us

I have over 30 years experience in financial services having been employed by a major high street bank. Started in Jan 2013 with Positive Solutions. Focus in recent years was on Investments and Inheritance tax planning and also have a wide experience in Protection, Mortgages and Pensions. Qualified to Diploma level I am working towards Chartered status. Firm belief in providing excellent client service whereby clients know they can call, email or text with any queries in relation to their financial matters. Also strong belief that everyone should have access to unbiased, independent financial advice when this is required.

Our services

Investments & Inheritance tax planning is the main focus with additional business in Pensions, Mortgages and Protection. Excellent client service which is extremely important to me both in my work and personal life.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

30 West Port, Lanark, Lanarkshire, ML11 9HE

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