Adviser Focus: Gillian Mackenzie

clock

New recruit Gillian Mackenzie discusses the importance of qualifications.

Under the thick smog of warnings of a mass exit of IFAs unable or unwilling to deal with burdensome RDR requirements, Gillian Mackenzie has qualified as an adviser. Just this year, in February, Mackenzie took her final exam that enables her to practice as a fully-fledged IFA under current rules. But we all know those are changing. And the 41-year-old, who works for Stockton firm W R Financial Management, isn’t one to hang around until 2012 to see whether the FSA will bow to pressure to relax its strict demands for a higher-qualified industry. She has already completed three of the four ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Friday Night Takeaway: It's the return of the banks

Friday Night Takeaway: It's the return of the banks

The news editor's Friday Night Takeaway from 10 July

Isabel Baxter
clock 10 July 2026 • 3 min read
Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

PFS president and chair joins Professional Adviser in the studio

Professional Adviser
clock 10 July 2026 • 1 min read
FCA spotlights vulnerability in latest Consumer Duty review

FCA spotlights vulnerability in latest Consumer Duty review

Treatment of vulnerable clients still an area of improvement for firms

Sophia Panayi
clock 10 July 2026 • 2 min read