Andy Mckee Email and Phone Number
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.
Eight Wealth Management Ltd
View- Website:
- eightfinancialadvice.co.uk
- Employees:
- 121
-
Wealth Management ConsultantEight Wealth Management LtdWinchester, Gb -
Wealth Management ConsultantEight Wealth Management Ltd Nov 2021 - PresentHampshire, England, United KingdomSt. 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. -
Financial AdviserHampshire Financial Planning Ltd. - Partner Practice Of St. James’S Place Wealth Management Dec 2019 - Nov 2021St. 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. -
Relationship ManagerPhoenix Group Nov 2017 - Nov 2019AXA 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 ManagerAxa Wealth Oct 2015 - Oct 2017Managed, developed and retained an investment only client base. Working closely with consultants and investment teams to service large institutional pension schemes. -
Elevate Client OperationsAxa Wealth Apr 2014 - Sep 2015Coached advisors and clients on the use of on-line services. -
Trustee And Fiduciary ServicesJpmorgan Chase & Co. Jan 2014 - Mar 2014London, United Kingdom -
Senior Client Manager, Sales & DistributionRbc Investor Services Sep 2011 - Dec 2013City Of LondonSenior 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 ManagementRbc Dexia Investor Services Aug 2009 - Nov 2011City Of LondonBusiness Development, Bid Management role, running deal reviews for new opportunities and client retentions. -
Client Service Manager, Uk & Middle EastRbc Investor & Treasury Services Sep 2006 - Aug 2009City Of LondonClient 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. -
Client ServicesRbc Dexia Investor Services May 2004 - Aug 2006City Of LondonCustody and Fund Administration client services. -
Client ServicesBrown Brothers Harriman Sep 2002 - Sep 2003City Of LondonClient service role for Scandinavian and UK clients of BBH. -
University InternshipBrown Brothers Harriman Jun 2000 - Sep 2001
Andy Mckee Education Details
-
Ba (Hons) Financial Services
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.
Not the Andy Mckee you were looking for?
-
Andy McKee
Darton -
Andy McKee
Greater Glasgow Area -
1londonadvertising.com
2 +447932XXXXXX
-
Andy McKee
Stockport
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial