Chris McKenzie CFP® | QFA | SIA
Certified Financial Planner
Qualified Financial Advisor
Specialist Investment Advisor
Phone: (01) 912 5030
Mobile: (083) 350 9980
Email: chris@pension-advice.ie
LinkedIn: https://www.linkedin.com/in/chrismckenzie1
Click here to contact Chris
Message Chris
Chris is the Managing Director of Pension Advice.ie. Originally from Scotland Chris came to Ireland in 2003, working for some of Ireland’s leading financial institutions before becoming a director of his own business in 2011.
Chris is a highly qualified financial executive, he has qualified from the prestigious ( level 9) Graduate Diploma and certified financial planner designation CFP® from UCD.
Education:
- University College Dublin
- Life Insurance Association (LIA)
- Institute of Bankers
- Edinburgh University
Qualifications & Accreditations:
- Qualified Financial Advisor (QFA)
- Certified Financial Planner (CFP®)
- Specialist Investment Advisor (SIA)
- Communication with Media.
- Graduate Diploma in Financial Planning.
Specialises in:
- Retirement Options
- Pensions for self employed and directors
- Pension Investment advice
- Risk assessment
- PRSA’s
- Pension transfers
- QROPS , (overseas pension transfers)
- Tax advice
- Early Retirement
- Exiting a Defined benefit (DB) scheme
- Max Funding advice
- Tax advice
- Tax free lump sums.
