Isabel Clark
Financial Adviser, Mckenzie and Co Financial Consultants Partner Practice of St James's Place at Mckenzie & Co. Financial Consultants, Senior Partner Practice Of St. James S Place Wealth Management
Based in Swindon, United Kingdom
7-day free trial · no credit card
Seniority
Manager
Department
Finance & Accounting
Location
Swindon
Industry
Financial Services
Company size
10
Contact information
Reveal Isabel's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
i•••••••@mckenzieandco.co.uk
Phone
5 credits+44 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Isabel Clark
I am on a mission connect business owners with their Fierce Future Financial self and give them a simple financial road map, so they can hyperfocus on their genius zone. My golf swing is appalling. I talk more about the behaviours around finance than I do the actual numbers. As an experienced Financial Adviser and mother to two boys I help female founders find and repair their financial voice and growth mindset ensuring they are prepared financially for the expected and the unexpected. Your peace of mind is worth it. This journey is why I founded the podcast Famine, Feast and Tax Bills, podfollow link here: https://podfollow.com/famine-feast-tax-bills [podfollow.com]. • Have you priced in the price of your retirement into your business cashflow or sale value of your business? • What’s stopping you? • Do you have a money mindset you can’t change? My Financial Services career started as a recruitment consultant to the sector, but in 2008 I took the bold decision to enjoy a more fulfilling career helping individuals and small business owners. My mission also encompasses educating children on finance and the behavioural science behind money management. By introducing basic concepts such as budgeting, saving and the value of money at a young age we empower children to develop responsible and sound financial habits and thus improve intergenerational financial habits. The majority of my clients are self-employed business owners and entrepreneurs and I support them whilst working alongside their Bookkeeper or Accountant. I believe in regular communication and teamwork. I can be contacted on 07917854653, or isabel.clark@sjpp.co.uk. McKenzie Wealth Management Ltd is an Appointed Representative of Partner/Partner Practice and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Mckenzie and Co. Financial Consultants is a trading name of Mckenzie Wealth Management Ltd. SJP approved 10/01/25
Build a list of verified contacts at Mckenzie & Co. Financial Consultants, Senior Partner Practice Of St. James S Place Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Isabel
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime