Succession Wealth Management Ltd

Initial consultation free
Independent financial adviser
With offices in both Inverness & Elgin, our four Financial Planners have over fifty years experience in delivering unbiased Independent Financial Advice

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Duncan Mackenzie FPFS
Chartered Financial Planner
MR Chris Dunn
Wealth Planner
MR Jake Bernardi DipFA
Wealth Planner

What our clients say

"Mackenzie Investment Strategies are an experience, well qualified team, who endevour to develop a strong relationship with individual clients so that the appropriate advice and support can be given."
"I feel that Duncan is interested in me and my family beyond purely the management of my investments. The team are unfailingly friendly and knowledgeable on the phone, able to respond to issues and...
"I would highly recommend your Firm. I appreciate so much your liaison with other professionals, such as lawyers and accountants on my behalf. I could not have managed without your whole team. ...

Legal information

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