Kenny McKenzie FPFS
DIRECTOR & CHARTERED FINANCIAL PLANNER
kennymckenzie@thewealthoffice.co.uk
Having recognised that the landscape of the financial services profession was changing, Kenny wanted to be at the forefront of the change. Financial advice had previously been no more than a series of policies set up to meet clients needs as they arose and lacked a view of the bigger picture to meet longer term aspirations.
Working closely with clients to understand and identify longer-term needs, Kenny takes a proactive approach to planning. He promotes cashflow modelling to help clients build a clearer picture of their financial future and see how decisions made now might look in the fullness of time.
With constant change in financial services, Kenny identified the need for continuous improvement. He became a Chartered Financial Planner in 2018 and became a Fellow of the Personal Finance Society in 2019. He believes strongly in the benefits of ongoing development, which is reflected in the ethos of the business.
Everything Kenny does focuses on improving the client experience and he values a quality team to deliver the best possible client service.
Personally
Kenny is married with two children, both of whom have graduated from University and are (“thankfully” as Kenny puts it) now in full time, permanent employment.
When out of the office, Kenny is a keen (and occasionally competitive!) cyclist. He has an interest in fitness and a passion for the outdoors so he likes to be “on the go”. He’s a bit of a foodie and loves socialising with his family and close friends to share good food and the odd refreshment.
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.
