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
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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