Succession Wealth - Mackenzie Investment

Independent Succession Wealth Ltd, Caulfield House, Cradlehall Business Park, Highland, Inverness, IV2 5GH
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
With offices in both Inverness & Elgin our four Financial Planners have over fifty years experience in Financial Services.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Stockbroking services
    • Long term care
Meet our advisers
Duncan Mackenzie FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Chris Dunn
Wealth Planner
Daniel Murdoch DipFA
Wealth Planner
Jake Bernardi DipFA
What our clients say
"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
"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
"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
Where to find us

Succession Wealth Ltd, Caulfield House, Cradlehall Business Park, Highland, Inverness, IV2 5GH

Make an enquiry
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 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 four Financial Planners have over fifty years experiences in the Financial Services Industry. With Duncan Mackenzie holding Chartered status, Chris Dunn, Daniel Murdoch and Jake Bernardi are all following suit and working towards this.

Our services

Specialist in Pension and Final Salary schemes.
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 Tax and Estate Planning when appropriate to cover every aspect of a client’s financial planning requirements.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0