Menu

Financial Planner

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Chartered Financial Planner

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Chartered Accountant

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Member of the East Midlands Chamber

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Associate Firm of the Personal Finance Society

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Chartered Alternative Investment Analyst (CAIA)

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Chartered Fellow of the Securities and Investment Institute (CISI)

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Fellow of the Personal Finance Society

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Member of the Personal Finance Society

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Award in Long-Term Care Insurance

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Member of the Personal Finance Society

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.
Please fill out our form to download your free copy

    Enjoy the journey

    Independent financial planning and investment management solutions all under one roof.

    All your financial planning needs and investments are in one place.

    To achieve your objectives, you need an effective way to manage your wealth. Our integrated approach goes above and beyond to provide you with a coordinated and simplified experience that is personal to you. It’s this all-around expertise that sets us apart.

    What we do

    Our 1% pledge

    We need to be aware of what’s happening around us, which is why we’re part of the Pledge 1% initiative. It’s more than just donating money; we give 1% of our time, products and profits to good causes annually.

    Learn more

    Stories from our clients

    Louisa Poole

    “ I want to retire young and I’m very confident that WKM will help me achieve that. ”

    Charles Micklewright

    “ WKM guided me through tricky hoops after losing a loved one ”

    Chris Pople

    “ Working with Neil has encouraged us to feel comfortable and confident about our future ”

    Guy Jackson

    “ Adrian always goes the extra mile, which I find invaluable ”

    John Rixon

    “ WKM understand exactly what my wife and I want to get out of life ”

    Bill & Sherrell

    “ We have a lot of confidence in the advice we receive from WKM ”