Adam Mackenzie

I have been providing wealth management services to individuals and businesses since 2002. In that time I have found that whilst clients share similar concerns, they need solutions individually tailored to them.

Many have received financial advice in the past, however sometimes they can feel this is fragmented, complicated and no longer relevant, often having lost touch with their adviser.

Previously employed as a Financial Adviser and Stockbroker with the firm Edward Jones, I accepted the invitation to join St. James's Place Wealth Management in early 2010.

From my Leeds based office at Chancellor Court, The Calls, I work with a number of specialists to ensure his clients benefit from comprehensive and knowledgeable wealth advice. Being flexible is very important and therefore, home visit appointments are always an option.

When offering financial advice, I offer a service that I would personally hope to receive. I endeavour to cater for all levels of financial planning from investment and retirement planning to Inheritance Tax Planning. It gives me great satisfaction to help clients achieve their life goals and is why I enjoy my job so much.