Simon Mackie

Wealth Planning Director

Simon Mackie

Simon joined Cazenove Capital in 2019 as a Wealth Planning Director, having transferred from Lloyds Private Bank as part of the joint venture agreement between Schroders and Lloyds. Simon is a qualified solicitor and began his career at Speechly Bircham (now Charles Russell Speechlys) where he practised as a private client lawyer for over 7 years. In 2011, Simon moved to Lloyds where he was responsible for providing solutions designed to meet the complex tax and wealth structuring needs of the private bank’s Key Clients. Simon holds a BSc (Hons) in Classics from Durham University and a Diploma in Law from the College of Law, and he is qualified with both the Society of Tax and Estate Practitioners and the Chartered Institute for Securities and Investment.

Simon joined Cazenove Capital in 2019 as a Wealth Planning Director, having transferred from Lloyds Private Bank as part of the joint venture agreement between Schroders and Lloyds. Simon is a qualified solicitor and began his career at Speechly Bircham (now Charles Russell Speechlys) where he practised as a private client lawyer for over 7 years. In 2011, Simon moved to Lloyds where he was responsible for providing solutions designed to meet the complex tax and wealth structuring needs of the private bank’s Key Clients. Simon holds a BSc (Hons) in Classics from Durham University and a Diploma in Law from the College of Law, and he is qualified with both the Society of Tax and Estate Practitioners and the Chartered Institute for Securities and Investment.

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