No, not a wedding but this week we are celebrating being awarded Chartered financial planner firm status by our professional body the Chartered Insurance Institute (CII).  This is a mark of excellence, a demonstration of our collective experience and knowledge and a commitment by us to leading ethical and development standards amongst our peers.  Currently only around 14% of financial planning firms in the UK hold this accreditation and we are delighted to be promoted to the premier league of our profession.

Prior to us achieving chartered firm status we proudly built WKM to provide all of our clients with:

Expertise and Knowledge

We have a commitment to continuous learning and professional development. Clients can rest assured that we possess the latest knowledge and expertise, ensuring that the advice they receive is informed by the most up-to-date industry insights and best practices.

Ethical Standards and Client-Centric Approach

A dedication to the highest ethical standards. Now demonstrated through our Chartered Planner firms accreditation we adhere to a strict code of conduct, prioritising our client’s best interests. This commitment to ethical practices creates a relationship built on trust, transparency, and client-centricity.

Holistic Financial Planning

We go beyond mere transactional relationships, emphasising an holistic approach to financial planning, taking into account our client’s entire financial landscape, goals, and aspirations. This comprehensive perspective enables clients to receive tailored solutions that align with their unique circumstances.

Access to Industry-Leading Resources

We provide access to a wealth of resources, including cutting-edge research, market insights, and educational materials. This access empowers clients to make informed decisions about their financial future, supported by the expertise of our advice.

Confidence in Regulatory Compliance

The financial industry is subject to rigorous regulations, and CII Chartered Planner firms are dedicated to maintaining compliance with these standards. Clients can have confidence we operate within the bounds of legal and regulatory frameworks, providing an additional layer of security and peace of mind.

Personalised Service and Attention

We prioritise personalised service, recognising that every client has unique financial goals and challenges. The client-advisor relationship is built on open communication, ensuring that clients feel heard and understood. This personalised approach fosters a collaborative partnership aimed at achieving the client’s financial objectives.

Risk Mitigation and Financial Security

With the expertise and commitment to ethical standards of a CII Chartered Planner firm, clients benefit from a risk-conscious approach to financial planning. The firm’s dedication to identifying and mitigating risks safeguards our client’s financial well-being, providing a sense of security in an ever-changing economic landscape.

When we established WKM we wanted to provide a professional advice service, personalised for each and every client, drawing together over 100 years of our combined experience, the ability to advise across the full spectrum of financial planning needs and to do so as an independent business not constrained by corporate practices or third-party influence. Achieving our chartered firm status is perhaps the icing on the cake, the confirmation that our ambitions were the correct course of action and as we celebrate this milestone we know that it is our clients that have made it possible.

Enjoy the journey.