Andy Mckee

Andy Mckee Email and Phone Number

Wealth Management Consultant @ Eight Wealth Management Ltd
Winchester, GB
Andy Mckee's Location
Winchester, England, United Kingdom, United Kingdom
About Andy Mckee

I’m a qualified financial planner with 20 years investment and relationship management experience. I help families, individuals and businesses to grow and protect their financial wellbeing.I work with my clients to:- Set out and accomplish their goals - Feel confident in their financial future and retirement plans- Simplify and protect the assets that they have worked so hard to buildI believe that by working together we can significantly improve your situation, creating robust financial plans that allow you to have a financially secure future.

Andy Mckee's Current Company Details
Eight Wealth Management Ltd

Eight Wealth Management Ltd

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Wealth Management Consultant
Winchester, GB
Employees:
121
Andy Mckee Work Experience Details
  • Eight Wealth Management Ltd
    Wealth Management Consultant
    Eight Wealth Management Ltd
    Winchester, Gb
  • Eight Wealth Management Ltd
    Wealth Management Consultant
    Eight Wealth Management Ltd Nov 2021 - Present
    Hampshire, England, United Kingdom
    St. James's Place Wealth Management is a FTSE 100 company. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.Eight Wealth Management Ltd is an Appointed Representative of and represents only St. James Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). 'The St. James Place Partnership' and the title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.
  • Hampshire Financial Planning Ltd. - Partner Practice Of St. James’S Place Wealth Management
    Financial Adviser
    Hampshire Financial Planning Ltd. - Partner Practice Of St. James’S Place Wealth Management Dec 2019 - Nov 2021
    St. James's Place Wealth Management is a FTSE 100 company. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.Hampshire Financial Planning Ltd is an Appointed Representative of and represents only St. James Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). 'The St. James Place Partnership' and the title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.
  • Phoenix Group
    Relationship Manager
    Phoenix Group Nov 2017 - Nov 2019
    AXA Wealth was bought by Phoenix Group in 2017.Managed, developed and retained an investment only client base. Working closely with consultants and investment teams to service large institutional pension schemes.
  • Axa Wealth
    Relationship Manager
    Axa Wealth Oct 2015 - Oct 2017
    Managed, developed and retained an investment only client base. Working closely with consultants and investment teams to service large institutional pension schemes.
  • Axa Wealth
    Elevate Client Operations
    Axa Wealth Apr 2014 - Sep 2015
    Coached advisors and clients on the use of on-line services.
  • Jpmorgan Chase & Co.
    Trustee And Fiduciary Services
    Jpmorgan Chase & Co. Jan 2014 - Mar 2014
    London, United Kingdom
  • Rbc Investor Services
    Senior Client Manager, Sales & Distribution
    Rbc Investor Services Sep 2011 - Dec 2013
    City Of London
    Senior Relationship Management, Business Development for a large enterprise strategic client base, covering Lux SICAVS, UK OEICs, mutual funds, pension funds, real estate funds & offshore funds (Lux and Ireland domiciled UCITS).
  • Rbc Dexia Investor Services
    Manager, Sales & Relationship Management
    Rbc Dexia Investor Services Aug 2009 - Nov 2011
    City Of London
    Business Development, Bid Management role, running deal reviews for new opportunities and client retentions.
  • Rbc Investor & Treasury Services
    Client Service Manager, Uk & Middle East
    Rbc Investor & Treasury Services Sep 2006 - Aug 2009
    City Of London
    Client Service Manager for the MENA region and UK Private Clients. A strategic client base, with a total AUA of over $15 billion. Managed Client Service Representatives, acting as a direct escalation point for relationship matters.
  • Rbc Dexia Investor Services
    Client Services
    Rbc Dexia Investor Services May 2004 - Aug 2006
    City Of London
    Custody and Fund Administration client services.
  • Brown Brothers Harriman
    Client Services
    Brown Brothers Harriman Sep 2002 - Sep 2003
    City Of London
    Client service role for Scandinavian and UK clients of BBH.
  • Brown Brothers Harriman
    University Internship
    Brown Brothers Harriman Jun 2000 - Sep 2001

Andy Mckee Education Details

Frequently Asked Questions about Andy Mckee

What company does Andy Mckee work for?

Andy Mckee works for Eight Wealth Management Ltd

What is Andy Mckee's role at the current company?

Andy Mckee's current role is Wealth Management Consultant.

What schools did Andy Mckee attend?

Andy Mckee attended Bournemouth University.

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