Craig Mackenzie - Senior Paraplanner

craig mackenzie para planner st albans hertfordshireCraig provides expert technical support for Trinity Wealth Management in all areas of financial planning, encompassing investments, pensions, taxation and financial protection. He has a key role as a Senior Paraplanner, allowing us to offer holistic and independent financial advice to our clients. His work involves analysing clients’ needs, monitoring their existing arrangements, identifying solutions and researching appropriate products. He then writes individual financial planning reports to explain the advisers’ recommendations.

Craig brought to Trinity a wealth of knowledge and experience of the financial services industry when he joined our St Albans office in July 2014. Having graduated with a first class honours degree in mathematics and statistics from Newcastle University, his career since 2003 saw him work as a paraplanner for a large law firm, a national pension consultancy and a regional practice of independent financial advisers.

Hailing from the North East, he now lives in Hertfordshire.  He is a keen swimmer, a football supporter and enjoys spending time with his family.

Qualifications

  • Financial Planning Certificate (CII)
  • G10 - Taxation and Trusts (CII)

To contact Craig email Craig.Mackenzie@twm.uk.com

To enquire about any of the above services – Financial Planning as well as the On-going Review Services please click here,
OR phone +44 (0)1727 851123 Fax +44 (0)1727 858083 or email us on info@twm.uk.com