About us

Founding directors Kenny McKenzie and Laura McKie have worked together since 2013, dealing with complex financial planning scenarios. At The Wealth Office, we really enjoy what we do and have an expert team, committed to helping our clients enjoy the freedom and peace of mind that their wealth should bring. Clients are placed firmly at the centre of everything we do.

Our directors

Kenny McKenzie

DIRECTOR & CHARTERED FINANCIAL PLANNER

Kenny McKenzie co-founded The Wealth Office alongside Laura. After leaving his previous company, Kenny wanted to use his 30 years’ experience in financial services to help those needing the highest quality, independent financial advice.

Meet Kenny

Laura McKie

DIRECTOR & CHARTERED FINANCIAL PLANNER

Laura has worked in financial services for over 10 years, using her experience to help further support the needs of clients so they can make the most of their finances.

Meet Laura

Our Investment Committee

We utilise both in house and outsourced expertise. External advisers bring independent compliance oversight and investment resources to our Investment Committee which is a key area of the business.

Find out more

Testimonials

My previous adviser came across as not wanting to give me advice, and I knew I needed to do some financial planning but couldn’t see the link between planning and my desired outcomes. Kenny came in and brushed those concerns aside.
Kenny recommended a strategy that was best suited to me and meeting my goals. It felt like Kenny was on the journey with me, reviewing my goals and attitudes to risk. I didn’t feel alone with Kenny.

D MUNRO

GLASGOW

I started investing small amounts into my pensions, but wasn’t convinced I was investing correctly if I was to meet my goal of retiring before 60.
Kenny I and discussed my goals and my current finances to ensure my ongoing plan was affordable. The relationship I developed with Kenny has helped immensely, as it feels like a partnership in which I have input, but all the hard work is done by Kenny and his team. The long-term results have been great as a result of this relationship.

MR ANDREWS

NORTH AYRSHIRE

I wasn’t able to give much time to my finances, and had no idea how to maximise them. I was at a crossroads and seriously needed to look at my long term planning.
I felt my finances were more complex than necessary, and it made me feel nervous and anxious. There were too many policy options to consider.
Kenny took an overall view and came up with a simplified, better performing plan with everything under one umbrella. Kenny took the worry off my shoulders, meaning I’m now far less stressed about my finances.

D SCOTT

NORTH LANARKSHIRE

My previous adviser came across as not wanting to give me advice, and I knew I needed to do some financial planning but couldn’t see the link between planning and my desired outcomes. Kenny came in and brushed those concerns aside.
Kenny recommended a strategy that was best suited to me and meeting my goals. It felt like Kenny was on the journey with me, reviewing my goals and attitudes to risk. I didn’t feel alone with Kenny.

D MUNRO

GLASGOW

I started investing small amounts into my pensions, but wasn’t convinced I was investing correctly if I was to meet my goal of retiring before 60.
Kenny I and discussed my goals and my current finances to ensure my ongoing plan was affordable. The relationship I developed with Kenny has helped immensely, as it feels like a partnership in which I have input, but all the hard work is done by Kenny and his team. The long-term results have been great as a result of this relationship.

MR ANDREWS

NORTH AYRSHIRE

“I wasn’t able to give much time to my finances, and had no idea how to maximise them. I was at a crossroads and seriously needed to look at my long term planning.
I felt my finances were more complex than necessary, and it made me feel nervous and anxious. There were too many policy options to consider.
Kenny took an overall view and came up with a simplified, better performing plan with everything under one umbrella. Kenny took the worry off my shoulders, meaning I’m now far less stressed about my finances.

D SCOTT

NORTH LANARKSHIRE

Get in touch

If you would like a chat to find out more, or have any questions about financial planning, then please get in touch.

0141 739 5466

enquiries@thewealthoffice.co.uk