Mackenzie Taylor Asset Management

Who We Are

At Mackenzie Taylor Asset Management, we are a specialist firm with a wealth of experience in independent financial management. We pride ourselves on offering a personal and bespoke service, with regular access to our financial advisers and qualified support team. Our team, led by Managing Director David Canning, has over 40 years of combined experience in the financial industry, allowing us to provide expert guidance and support to our clients.

Our Approach

We take a holistic view of your current financial position, lifestyle, and long-term financial aspirations. Our unique approach combines our expertise with cutting-edge financial industry software to help you plan your financial future with confidence. We believe that every individual's financial goals and aspirations are unique, and we take the time to understand your unique situation before providing personalized advice and guidance.

What We Offer

Our services are designed to provide you with a clear financial direction, taking into account your specific needs and goals. Whether you are an individual, a family, or a business, we offer expert guidance in the following areas:

• Transactional Advice: We provide unbiased and expert advice on transactions such as buying, selling, or refinancing properties, as well as other financial transactions.
• Standard Financial Advice: Our experienced financial advisers will provide comprehensive guidance on your financial affairs, including investments, pensions, and tax planning.
• Wealth Planning Service: Our bespoke wealth planning service is designed to help you achieve your long-term financial goals, taking into account your current financial situation and aspirations.

Our People

Our team is comprised of highly qualified and experienced professionals who are dedicated to providing exceptional service to our clients. Our team members have a wide range of expertise and experience, with many holding professional qualifications and certifications. Our team is committed to staying up-to-date with the latest developments in the financial industry, ensuring that our clients receive the best possible advice and guidance.

Meet Our Team

We are proud to introduce our team members, each with their own unique skills and expertise. Our team includes:

• David Canning, Managing Director and Chartered Financial Planner, with over 25 years of experience in pensions and investments.
• Carol Osborne, Para Planner, with over 20 years of experience in the financial services industry.
• Lianne McComish, Operations Manager, with over 20 years of experience in the financial services industry.
• Gerard Reilly, Adviser Support Administrator, with over 10 years of experience in the financial services industry.

Why Choose Us

Mackenzie Taylor Asset Management is a specialist firm that stands out from the crowd. Our unique approach, combined with our wealth of experience and expertise, allows us to provide personalized advice and guidance that is tailored to your individual needs.