Associate Director
CurrentProgeny is a unique framework of coordinated advice and insight. Our group provides integrated financial and legal solutions for private clients, businesses, family offices and charities.
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@innovate-fs.co.uk
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Ian Mckenzie is listed as Associate Director (Wealth) at Progeny at Progeny, a company with 157 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a work email signal at innovate-fs.co.uk and a matched LinkedIn profile for Ian Mckenzie.
Ian Mckenzie previously worked as Associate Director at Progeny and Director at Innovate Financial Services.
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Ian has vast experience within the financial services industry. He started his career in 1986, working for a large insurance company, but now enjoys helping personal clients to create financial plans to achieve their goals and objectives.Ian specialises in investment, retirement planning and Inheritance Tax mitigation. His high-net-worth clients are based in Edinburgh and throughout the UK.He is a keen golfer and enjoys taking part in several other sports.
Listed skills include Wealth Management, Pensions, Wealth, Financial Advisory, and 46 others.
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Edinburgh
Progeny is a unique framework of coordinated advice and insight. Our group provides integrated financial and legal solutions for private clients, businesses, family offices and charities.
Edinburgh
Managing wealth managers and ifas. Developing the company via recruiting new advisers and securing professional connections. Providing wealth advice for private and corporate clients.
Edinburgh
Partner providing and developing clients to provide IFA advice in all types of business.
East Scotland
Recruiting new corporate partners to AXA and developing existing corporate partners.
Scotland & Northern Ireland
Worked for L&G for a large part of my career. Started off in my shorts from school working in administration to Sales Manager and then Regional Business Recruitment Manager
Other employees you can reach at theprogenygroup.com. View company contacts for 157 employees →
Keeley Wilson
Colleague at ProgenyLeeds, England, United Kingdom, United Kingdom
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SR
Stephanie Rickman
Colleague at ProgenyWorthing, England, United Kingdom, United Kingdom
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TS
Tom Sargent
Colleague at ProgenyGreater Leeds Area, United Kingdom
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SW
Sarah Westwood
Colleague at ProgenyPontefract, England, United Kingdom, United Kingdom
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CP
Chris P.
Colleague at ProgenyChichester, England, United Kingdom, United Kingdom
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MJ
Meg Johnson
Colleague at ProgenyWest Sussex, England, United Kingdom, United Kingdom
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JD
Jon Davies
Colleague at ProgenyGreater Leeds Area, United Kingdom
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AH
Amy Hull
Colleague at ProgenyLeeds, England, United Kingdom, United Kingdom
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CR
Connie Ruck
Colleague at ProgenyStowmarket, England, United Kingdom, United Kingdom
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MW
Mike Wooden
Colleague at ProgenyClearwater, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Ian Mckenzie works for Progeny.
Ian Mckenzie is listed as Associate Director (Wealth) at Progeny at Progeny.
AeroLeads has found 1 work email signal at @innovate-fs.co.uk for Ian Mckenzie at Progeny.
Ian Mckenzie is based in Edinburgh, Scotland, United Kingdom while working with Progeny.
Ian Mckenzie has worked for Progeny, Innovate Financial Services, Kgl Independent, Mckenzie Arthur, and Axa Assurance.
Ian Mckenzie's colleagues at Progeny include Keeley Wilson, Stephanie Rickman, Tom Sargent, Sarah Westwood, and Chris P..
You can use AeroLeads to view verified contact signals for Ian Mckenzie at Progeny, including work email, phone, and LinkedIn data when available.
Ian Mckenzie is listed with skills including Wealth Management, Pensions, Wealth, Financial Advisory, Investments, Financial Planning, Business Planning, and Business Strategy.
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