Financial Planner

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Chartered Financial Planner

Chartered Accountant

Member of the East Midlands Chamber

Associate Firm of the Personal Finance Society

Chartered Alternative Investment Analyst (CAIA)

Chartered Fellow of the Securities and Investment Institute (CISI)

Fellow of the Personal Finance Society

Member of the Personal Finance Society

Award in Long-Term Care Insurance

Member of the Personal Finance Society

Please fill out our form to download your free copy

Client stories

Hear what our clients say about the bespoke service we provide. Their words speak so much louder than ours.

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 ”

Financial Planner

Chartered Financial Planner

Chartered Accountant

Member of the East Midlands Chamber

Associate Firm of the Personal Finance Society

Chartered Alternative Investment Analyst (CAIA)

Chartered Fellow of the Securities and Investment Institute (CISI)

Fellow of the Personal Finance Society

Member of the Personal Finance Society

Award in Long-Term Care Insurance

Member of the Personal Finance Society

Please fill out our form to download your free copy

Client stories

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 ”

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