Andy Mckee Email & Phone Number
Who is Andy Mckee? Overview
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Andy Mckee is listed as Wealth Management Consultant at Eight Wealth Management Ltd, a company with 121 employees, based in Winchester, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Andy Mckee.
Andy Mckee previously worked as Financial Adviser at Hampshire Financial Planning Ltd. - Partner Practice Of St. James’S Place Wealth Management and Relationship Manager at Phoenix Group. Andy Mckee holds 2:1, Ba (Hons) Financial Services from Bournemouth University.
Email format at Eight Wealth Management Ltd
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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
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Andy Mckee work experience
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Wealth Management Consultant
CurrentSt. 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.
Financial Adviser
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.
Relationship Manager
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.
Relationship Manager
Managed, developed and retained an investment only client base. Working closely with consultants and investment teams to service large institutional pension schemes.
Trustee And Fiduciary Services
Senior Client Manager, Sales & Distribution
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).
Manager, Sales & Relationship Management
Business Development, Bid Management role, running deal reviews for new opportunities and client retentions.
Client Service Manager, Uk & Middle East
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.
University Internship
Andy Mckee education
Frequently asked questions about Andy Mckee
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What company does Andy Mckee work for?
Andy Mckee works for Eight Wealth Management Ltd.
What is Andy Mckee's role at Eight Wealth Management Ltd?
Andy Mckee is listed as Wealth Management Consultant at Eight Wealth Management Ltd.
Where is Andy Mckee based?
Andy Mckee is based in Winchester, England, United Kingdom while working with Eight Wealth Management Ltd.
What companies has Andy Mckee worked for?
Andy Mckee has worked for Eight Wealth Management Ltd, Hampshire Financial Planning Ltd. - Partner Practice Of St. James’S Place Wealth Management, Phoenix Group, Axa Wealth, and Jpmorgan Chase & Co..
How can I contact Andy Mckee?
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What schools did Andy Mckee attend?
Andy Mckee holds 2:1, Ba (Hons) Financial Services from Bournemouth University.
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