I had an email this week from Elon Musk no less thanking me for being an early UK customer of Star Link, his innovative satellite internet business.  Being located somewhere which will never see broadband rolled out this became a no brainer when it arrived in the UK in 2021. That started me thinking about how we at WKM have innovated wealth management for our clients, whilst combining this with the very highest level of client service.

Innovation is the engine of progress and over the past two decades we have witnessed huge amounts of innovation, particularly in the technology arena that has changed or at least impacted our lives significantly and in many cases for the better. Our ability to communicate with others today wherever they may be is significantly greater than when compared to even 10 years ago.  Likewise, the sheer wealth of information we have access to now regarding every possible subject is quite literally at our fingertips and perhaps too much for us to comprehend at times. 

When WKM was established one of our aims was to harness the significant improvements in financial technology which have taken place over recent years, but also to ensure that our clients could benefit from this in a very practical and meaningful way. Building these technological innovations into our business was very important but delivering them for our clients combined with the very best level of service was a must.

The question therefore is how we achieve this for each one of our clients and our ten solutions were as follows:

1. A bespoke financial plan, updated after every meeting focused on achieving your objectives, delivered in a concise, meaningful way.
2. Your own dedicated financial planner.
3. Your own dedicated investment manager.
4. The ability to access our combined 100 years financial and investment management experience.
5. Access to the innovative WKM app keeping you up to date.
6. Regular meetings wherever you are based, in person, over video call, or telephone.
7. Regular client webinars and video updates streamed live and available via the WKM website.
8. Fully encrypted client communications and secure documentation transfers.
9. Harnessing the efficiencies technology has delivered to us and passing this onto our clients with transparent, inclusive, and fair fee charges.
10. Fully independent with our clients always at the very core of our thinking.

Having worked in financial services for now over 20 years and been advising clients for a good portion of this time I can now firmly say that I am able to provide clients with the service that I have always wanted to in the manner that it should always be.

Thanks for reading.