about us our wealth planners duncan mackenzie
Chartered Financial Planner
Fellow of the Personal Finance Society (FPFS)
Chartered Financial Planner (CII)
Duncan has over 30 years experience as a Financial Planner, building a successful company Mackenzie Investments which joined Succession in 2018. He is the Territory Partner for the North, but his primary role continues to be advising his clients supported by his team in Inverness.
"Family and friends are central to my time away from work, in addition to many failed attempts at becoming a golfer, swimmer and regular gym attendee."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.