Chris McKenzie

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

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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.

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