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Medina McKenzie | Financial Adviser

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Specialisations:

  • Pensions and Investments

  • Protection

  • Tax Planning

  • Estate & Legacy Planning

  • Business Owners/Self-employed 

  • Women’s Wealth

  • High-Earning Professionals

Accreditations:​

  • CeMAP  

  • LIBF

About

Medina is a qualified Financial Adviser who brings a wealth of experience, including her background as a successful business owner and the valuable perspective gained from balancing professional and family life. Her empathetic approach and genuine desire to help clients improve their financial well-being set her apart.

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She is committed to building strong, long-term relationships with her clients, taking the time to truly understand their "why", the deeper motivations and goals behind their financial decisions. This thoughtful approach allows Medina to deliver tailored financial solutions that make a real difference in her client's lives.

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Known for simplifying complex financial concepts, Medina provides clear & practical advice without unnecessary jargon. Her services include pension planning, tax-efficient retirement strategies, investment advice, and protection solutions for individuals and business owners.

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Outside of work, Medina values quality time with family and friends. She also enjoys travelling and concerts, using her diverse experiences to provide thoughtful and well-rounded financial guidance.

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