Bill & Sherrell
“ We have a lot of confidence in the advice we receive from WKM ”
Read what Bill and Sherrell had to say.
Bill: We spoke to WKM because our current IFAs, we felt, weren’t proactive enough. It was quite a difficult time, and our portfolio was starting to flatline. We went to WKM because we just wanted a fresh approach; we wanted somebody who could be a little bit more proactive rather than just accepting where we were in the current marketplace.
Sherrell: We heard about WKM because we knew Tim and wanted to have somebody that we felt we trusted. So, we knew of his approach; we knew that it was very individually tailored financial advice, and that’s exactly what we wanted.
Bill: So, we approached WKM, along with two other IFAs, to review our portfolio and see how we could move it forward, and WKM was a standout. They were more proactive, and they were more open. It was a similar journey for us, and that’s why we chose them.
Sherrell: Working with Tim and WKM, I have a lot of confidence in the advice that they give. I like the fact that they give you regular updates, and if you choose to say I’d like an additional meeting, they’re always very willing to do that to discuss whatever’s going on for you and how that might impact your financial situation.
Bill: To put it in context, it’s a very difficult time at the moment, but we felt comfortable with the predictions that they’ve made. They’d factored in some significant downturns in the market, so we’re here to take more of a long-term view; we’re a little bit more pragmatic. They’ve been very good in terms of tailoring our risk in terms of what we want to take with the portfolio. All in all, yes, we feel comfortable.
Sherrell: The three words that I’d like to use to describe WKM are integrity, knowledge and appreciation.
Bill: The best bit of advice that Tim and Ben have offered me is to make sure that we enjoy our lives but don’t become too consumed with how much money we’re accruing or how much money we’ve got to save. We’re comforted by what the projections are in terms of how much we’ve got, but it also gives us the confidence to be able to spend some of our hard-earned income while we can still enjoy it.
Sherrell: The best thing about working with Tim and WKM is the fact that they understand our long-term goals and our short-term goals, and they therefore predict what might happen to align with those, making it easy for us to achieve what we’d want to do every year of our lives.
Bill: I would wholeheartedly recommend Tim and Ben, and the rest of the WKM team to anyone. In fact, we have. They are very professional, they’re very open, they’re very transparent, and they’re easy to do business with.
