Introductory Profile

Andrew MacKenzie is a seasoned and independently accredited Financial Planner, committed to delivering comprehensive and personalized financial strategies that empower clients to build, preserve, and grow their wealth. With a focus on global opportunities—such as second citizenship, residency solutions, and legacy planning—Andrew provides high-level guidance designed to meet the complex needs of individuals and families across the world.

Backed by prestigious accreditations from the Chartered Insurance Institute (CII), the London Institute of Banking and Finance (LIBF), and the Series 65 Investment Advisor certification (Level 6), Andrew ensures his clients receive the highest standard of impartial and insightful advice.

Andrew is trusted not just for his technical knowledge, but for his deep commitment to his clients’ long-term financial wellbeing. Whether guiding a young professional, a seasoned investor, or a family planning for generations to come, Andrew MacKenzie is driven by a single purpose: to help people create clarity, confidence, and control over their financial future.