Adrian Mackenzie (Wisbech)

Adrian joined in 2004 and has worked in financial services since 1985. His primary role is to help our clients with their Financial Planning. In addition he acts as Director of the company and also leads our Investment Strategy Committee. Adrian is qualified as a Fellow and Chartered Financial Planner, which enables him to help our clients with some of the more complex financial decisions they are faced with. Adrian also provides investment advice to a number of Charities and guides them through the key decisions trustees have to make with their funds.
 
My Latest Blogs
 
Adrian Mackenzie
13th May 2019 Putting Time On Your Side

    How can you increase your chances of a successful investment in equities/stocks and shares ?   Please find attached a short paper by Fidelity International on this question.   One of the other most important points is the value in getting advice and making sure any investments chosen are appropriate to your individual…

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Adrian Mackenzie
25th March 2019 When doing nothing is best

From time to time, stock markets go through periods of uncertainty. This could be down to some poor economic news or perhaps due to a political crisis.  The sharp falls that can be experienced at such times are understandably unsettling for investors. They can even tempt some to change their long-term plan by selling their…

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Adrian Mackenzie
7th February 2019 Beware of pension investment scams

The Insolvency Service has urged individuals saving for retirement to protect their pension pots from criminals and ‘negligent trustees’.   Research carried out by the Service found that criminals use a range of tactics to convince savers to part with their funds, including persuading individuals to access their pension and invest in unregulated schemes.  …

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Adrian Mackenzie
18th December 2018 Financial Services Apprenticeship Scheme

We are pleased to announce that our wealth management department are looking to introduce a Financial Services Apprenticeship scheme.   The aim of this scheme is to identify local talented individuals and help them to develop into the next generation of financial advisers/ planners and be part of our successful wealth management team.   Once…

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Adrian Mackenzie
11th February 2017 Investment Choice

Tactical Asset Allocation: A recipe for disappointment ? If world events over the last year or so are anything to go by, then it probably tells us “to expect the unexpected”. Please see the following chart, produced by Vanguard, which we believe demonstrates how difficult it is to predict the performance of various asset classes.…

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