Investment and financial

We believe that because we deal with your accounts we are well placed to offer impartial advice in areas such as:

  • Pension schemes
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts
  • Investments

At the same time, we realise that in today's complicated financial markets these are areas that require specialist knowledge - which is where we make use of our wide range of professional contacts.

Where the matter is outside our field, we can recommend a suitable independent adviser and work with him or her to advise you.

Make us your first port of call and we shall make sure you receive reliable, professional advice.

As your accountants we aim to help you manage your personal finances in an integrated fashion so that all your financial strategies are pulling in the same direction.

The area of personal finances is immensely complex, and encompasses among other things:

  • Banking strategies
  • Pension decisions
  • Mortgage & refinancing
  • Personal loans
  • Student loans
  • Car finance
  • Credit management strategies
  • Investments
  • Savings accounts
  • Shares
  • Life assurance
  • Critical illness insurance
  • Private care plans
  • Car/home/travel insurance strategies
  • Personal tax strategies


We are able to advise directly in many of these areas, and where a matter is outside our field we can recommend a suitable independent adviser and work with him or her to advise you.

Contact Us today to discuss how we can help you manage your personal finances.

McKenzies is registered to carry on audit work in the UK and is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. A list of partners’ names is open to inspection at 2 Station Road West, Oxted, Surrey RH8 9EP. Copyright © McKenzies. All rights reserved.