Chris McKenzie CFP® | SIA | QFA
Certified Financial Planner
Specialist Investment Advisor
Qualified Financial 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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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:
- Certified Financial Planner (CFP®)
- Specialist Investment Advisor (SIA)
- Qualified Financial Advisor (QFA)
- Communication with Media.
- Graduate Diploma in Financial Planning.
Specialises in:
- Pension Planning
- Pensions for employees, self-employed and directors
- Retirement Options
- Exiting a Defined Benefit (DB) scheme
- Exiting a Defined Contribution (DC) scheme
- Pension transfers
- QROPS, (overseas pension transfers)
- Max Funding advice
- Tax free lump sums
- Early Retirement
- Pension Investment Advice
- Pension Property
- Alternative Investments
- Risk Assessment
- Tax Advice
