McKenzie & Co Financial Consultants - Bath

Mckenzie & Co Financial Consultants

Mckenzie & Co Financial Consultants is a distinguished financial consulting firm based in Bath, United Kingdom. Located at the prestigious 6 Kingsmead Square, Bath BA1 2AB, this company has been providing exceptional financial planning services to its clients for many years. Their phone number is 1225696944, and their official website can be accessed at mckenzieandco.co.uk.

SPECIALTIES

The core specialty of Mckenzie & Co Financial Consultants is financial planning. Their team of experienced consultants works closely with clients to identify, prioritize, and achieve their financial goals. The firm has earned a stellar reputation for its personalized approach and commitment to delivering tailored solutions.

POINTS OF INTEREST

• Online appointments: Mckenzie & Co Financial Consultants understands the busy schedules of its clients. They offer the convenience of online appointments, making it easier for clients to seek financial advice without disrupting their daily routines.
• Restroom: The company ensures its office is comfortable for all clients, including those who may need to use the restroom during their consultation.
• LGBTQ+ friendly: Mckenzie & Co Financial Consultants is known for its inclusive and welcoming atmosphere, catering to the diverse needs of all its clients.

REVIEWS AND OPINIONS

The company has received 3 reviews on Google My Business, with an impressive average opinion of 5/5. Clients have praised the firm for its exceptional services, particularly highlighting the expertise of its consultants in handling complex financial situations.

Isabel Clark, a mortgage broker at the firm, has been commended for her ability to navigate tricky financial scenarios, such as let-to-buy transactions and simultaneous residential purchases for self-employed clients. Her dedication to her clients' success has earned her a loyal following and high esteem within the industry.

Similarly, Ed and the team have been recognized for their outstanding service in executing complicated pension consolidations and transfers. Clients appreciate the firm's commitment to delivering results while providing a comfortable and supportive experience.

Overall, Mckenzie & Co Financial Consultants has garnered a strong reputation for its expertise, personalized approach, and commitment to client satisfaction. Their success in handling complex financial situations, coupled with their friendly and inclusive atmosphere, makes them an excellent choice for anyone seeking reliable financial planning services.

RECOMMENDATION

We highly recommend Mckenzie & Co Financial Consultants to anyone in need of professional financial planning services. To learn more about their offerings and how they can assist you in achieving your financial goals, visit their website at mckenzieandco.co.uk or contact them directly at 1225696944.

👍 Reviews of McKenzie & Co Financial Consultants

Daniel C.

5/5

Isabel Clark is the best mortgage broker around! She helped us through a very tricky let to buy and simultaneous residential purchase, whilst both of us having only self employed accounts. Thank you!!

Jonathan A.

5/5

Probably the best 1 hour of my time I've every spent, it's great to know my financial goals are in such good hands.

Simon S.

5/5

Executed a complicated pension consolidation and transfer. Great service from Ed and the team