Succession Wealth - Mackenzie Investment

Independent Financial Adviser  Succession Wealth Ltd, Inverness, Inverness, IV2 5GH
First meeting at adviser's own cost
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
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Annuity purchase
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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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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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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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Critical illness
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Income protection insurance
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Life 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
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Duncan Mackenzie FPFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

Accreditations
Chartered Financial Planner
Chris Dunn
Wealth Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

Daniel Murdoch DipFA
Wealth Planner

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Jake Bernardi DipFA
Wealth Planner

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

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."
SF, North East
"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. Thank you all so much!"
RL, Moray
"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 queries themselves."
RC, Highland
About us

We have invested in both our people and our infrastructure, all of this is to ensure that we deliver a financial planning process that your wealth deserves. We enshrine a team approach to every client so that no matter who you make contact with, they will be aware of you and your circumstances.

We know that everyone has individual needs, and situations differ from person to person. This is why we are passionate about ensuring our financial planning is holistic and truly bespoke to each client

We will be spending time getting to know and understand you and your family, identifying your goals and objectives, in order to put your Succession Plan in place. We will also collaborate with the other professional advisers you employ to ensure an integrated solution. This alone sets us apart from our competitors.

With offices in both Inverness & Elgin, our Financial Planners have jointly built up over fifty years experience in Financial Services. With Duncan Mackenzie holding Chartered status, Chris Dunn, Daniel Murdoch and Jake Bernardi are all following suit and working towards this.

Our services

We pride ourselves on providing a fully holistic financial planning service, incorporating cash flow modelling to ensure our clients achieve their financial goals, whether it's wealth accumulation, retirement planning, inheritance tax planning or a combination.

Our advisers all hold the relevant qualifications and experience to specialise in Final Salary Pension Transfer advice.

We value our clients as individuals and continue to have a lifelong relationship with them.

This individuality allows us to have an in-depth knowledge of their financial affairs and enables us to provide a bespoke financial plan, with the ability to evolve over the years and adapt to changing personal circumstances and legislation.

We also utilise external expertise in areas such as more complex Tax and Estate Planning, when appropriate, to cover every aspect of a client’s financial planning requirements.

Where to find us
Head office address: Succession Wealth Ltd, Caulfield House, Cradlehall Business Park, Highland, Inverness, IV2 5GH
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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