Mackenzie Taylor Asset Management

At Mackenzie Taylor Asset Management, we are committed to providing a personal and bespoke service to our clients. With a wealth of experience in independent financial management, we offer a unique approach to help you achieve your financial goals. Our team of experts offers regular access to our financial advisers and qualified support team, ensuring that you receive the highest level of service and expertise.

Our Approach

We take a holistic view of your current financial position, lifestyle, and long-term financial aspirations. Our unique approach combines our expertise and cutting-edge financial industry software to help you plan your financial future with confidence. We believe that every individual has unique financial goals and aspirations, and our team of specialists is dedicated to understanding and addressing these needs.

Why Choose Us

At Mackenzie Taylor Asset Management, we offer a comprehensive range of financial services, including investment advice, pension planning, tax planning, and estate planning. Our team of experts works closely with you to understand your financial goals and develop a bespoke plan to achieve them. We believe that our unique approach sets us apart from other financial services providers, and we are committed to providing a high level of service and expertise to our clients.

Our People

At Mackenzie Taylor Asset Management, we have a team of experienced and qualified professionals who are dedicated to providing exceptional service to our clients. Our Managing Director, David Canning, has over 25 years of experience in the financial services industry and is a Chartered Financial Planner and Fellow of the Personal Finance Society. Our Para Planner, Carol Osborne, has over 20 years of experience in the financial services industry and has worked with a number of leading financial services companies, including Friends Provident and Campbell Dallas Financial Services.

Our Services

Our services are designed to help you achieve your financial goals and aspirations. We offer a range of services, including:

• Investment advice
• Pension planning
• Tax planning
• Estate planning
• Wealth planning

Our Values

At Mackenzie Taylor Asset Management, we are committed to providing a high level of service and expertise to our clients. Our values are based on a commitment to excellence, integrity, and professionalism. We believe that every individual deserves a personalized approach to financial planning, and we are dedicated to providing this level of service to our clients.

Contact Us

To learn more about our services and how we can help you achieve your financial goals, please do not hesitate to contact us. We would be delighted to discuss your financial aspirations and provide you with personalized advice and guidance.