Qualifications
Get to know Kaz
Kaz started working in financial services straight from school in 2007, joining Johnston Carmichael Wealth as an Administration Assistant and progressing to Client Services Manager. In 2016 after having her first child, the opportunity came to join a smaller Financial Planning firm in Mackenzie Investment, which was latterly acquired by a national IFA firm.
In 2023, she was delighted to join 57 North as Client Services Manager and work with a great client-focused team. Kaz enjoys the variety that her role provides. She leads our experienced client services team to ensure they continue to offer the best service to our clients.
Kaz on the weekend
Kaz is married to Matthew and they have two young children who keep them super busy. Her happy place is at the beach and she adores weekends away in their touring caravan ticking off all the lovely places Scotland has to offer. Music is also a big part of Kaz’s life and she enjoys going to gigs and music festivals.
Spotlight questions
If any activity was an Olympic sport, what would you win a medal in?
Always needing to have a holiday or weekend away booked.
Who would be the three people at your dream dinner party?
Rod Stewart, Mick Jagger and Kevin Bridges.
If you could be any fictional character, who would you be?
Matilda.
Work
Personal
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Food
Indian takeaway or a steak
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Holiday
A campsite near the beach
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TV programme
The Bake Off and Strictly
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Specialist subject
Music
How can we help?
Start your conversation with us here. We look forward to hearing from you.
57 North Financial Planning is authorised and regulated by the Financial Conduct Authority. The FCA number is 1007217. Registered in England & Wales. Company number: 14383254. Registered office: 1st Floor, 11 Freeport Office Village, Century Drive, Braintree, Essex, CM77 8YG.
If you wish to register a complaint, please email office@57northfp.com or write to us at: 57 North Financial Planning, The Green House, Beechwood Business Park, Inverness, IV2 3BL. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service or by contacting them on 0800 0234 567.
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