Mackenzie Investment Strategies

We are a team of Chartered Financial Planners based in Inverness and Elgin.

We provide a personal Financial Planning service to families, individuals and small businesses. We take time to listen and we are Independent in order to be able to give unbiased advice to help you. We aim to take the worry out of your finances, allowing you to relax and enjoy life.

We pride ourselves on making your financial investments, pensions and retirement options clear and simple, so you can be confident that you are making the right choice. We aim to add value through the services we provide to all our clients.

We value the ongoing relationship with you. Our role is to keep you up-to-date with your investments and we keep in touch to ensure that any changes to your lifestyle or financial goals are reflected in your Financial Planning. 

Company details



Inverness, Scotland, UK

Year founded


Company size

11-50 employees


Full Financial Planning Service and Focussed Advice