Brian Mckee Email & Phone Number

Joined AWD Chase de Vere to continue my career within Financial services industry as the proposition heading towards RDR was better placed than most. My role involves working within the BMA sector of the business which provides Independent financial advice to members of the British Medical Association and will be working within the Coventry and Gloucester areas

Role was to provide fully compliant Holistic financial planning advice to both personal and corporate Barclays customer base as well as providing ongoing advice to personal bank of review clients. Barclays select choice proposition allowed me to advise on a wide range of product providers and investment fund managers to satisfy client needs . Worked closely with branch staff and team of business managers both in small and medium sized business sector.Main areas of personal business… Show more Role was to provide fully compliant Holistic financial planning advice to both personal and corporate Barclays customer base as well as providing ongoing advice to personal bank of review clients. Barclays select choice proposition allowed me to advise on a wide range of product providers and investment fund managers to satisfy client needs . Worked closely with branch staff and team of business managers both in small and medium sized business sector.Main areas of personal business included Protection, Investments and Pensions. Within the business sector was fully licensed to provide Business protection advice on Keyman, Loan protection and Shareholder protection. Show less

WIFAS was merged into Barclays in 2003 and up to that point had been providing Independent Financial advice to the Woolwich customer base througout Warwickshire/ Leicestershire and Northamptonshire.

Coventry