Rowan Mackenzie
Regional Manager - North

0116 247 3615

108 New Walk
Leicester
LE1 7EA

Expertise

Rowan has worked in Financial Services since 1999 across a number of banks, building societies and IFA firms. Her roles have included advising, managing teams, learning and development and proposition management. She is passionate about great client outcomes and helping people to achieve their goals.

Professional Qualifications

  • MA Shakespeare and Theatre
  • BA (Honours) English
  • Fellow of the Personal Finance Society
  • Chartered Financial Planner

    - AF1 Personal Tax and Trust Planning

    - AF3 Pension Planning

    - AF4 Investment Planning

    - AF5 Holistic Financial Planning
  • Diploma in Financial Planning

    - JO1 Personal Taxation

    - JO2 Trusts

    - JO3 Tax and Legal Aspects of Business

    - JO4 Pension Saving Options

    - JO5 Pension Income Options

    - JO6 Investment Principle and Markets 

    - JO7 Supervision in a Regulated Environment

    - JO8 Financial Planning Practice

    - RO8 Pensions Update

Service Areas

  • Managing a team of professional, trusted advisers

Personal

Outside of work Rowan is the chair for an animal rescue charity and is completing a PhD in Shakespeare. She is a keen cook and avid live music fan.

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