PARAPLANNER
CRAIG MACKENZIE
Office Location
Hertfordshire
I joined DGS in June 2024, and provide paraplanning support for Andy Wray. My role involves undertaking policy and investment research, producing cashflow forecasts, pensions and tax calculations, writing comprehensive yet readable reports. I also manage applications and investments, liaising with product providers and being a key point of contact for clients.
About Me
I am highly technical with a breadth of knowledge in pensions, investments, tax and Estate planning. This has been gained through working as a paraplanner and senior paraplanner for more than 20 years within various organisations; including a large law firm, an actuarial consultancy and regional financial adviser firms. With a love of numbers, I enjoy developing spreadsheets to assist with complex calculations and cashflow forecasting.
- FP1 Financial services and their regulation
- FP2 Protection, savings and investment products
- FP3 Identifying and satisfying client needs
- CF1 UK Financial Services, Regulation and Ethics
- CF3 Financial Protection
- CF4 Retirement Planning
- CF5 Integrated Financial Planning
- G10 Taxation and Trusts
- BSc (Hons) Mathematics & Statistics – First-Class
- Financial Planning Certificate