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

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How we do things

A year from now, you’ll wish you had started today. Take the leap and reach your objectives.

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Grow every day

When you have a team like ours, the journey to achieving your goals becomes so much easier.

We aim to work with you for decades, so before we do anything, we’ll invite you to an initial meeting to make sure we get along and that we’re able to build a genuinely positive relationship.

Our 5-step journey

Step 01

Discovery process

Before we can start thinking about your future, we must take stock of where you are right now. We’ll review existing assets and savings and get under the bonnet of what you’ve got and, most importantly, define your short-, medium- and long-term objectives.

Step 02

Creating your plan

Once we’ve gathered all the information, we use the latest technology and cashflow planning to project forward and provide you with a visual interpretation of how you’ll meet your objectives. At this stage, we construct your portfolio with our investment manager, incorporating defined investment return targets.

Step 03

Presenting your plan

Once we’ve finished creating your bespoke financial planning document, we will present it to you. Everything you have will be shown on one screen: objectives, risks, life cover, investments, children, income and expenditure.

Step 04

Implementation

You’ll be given the opportunity to go away and digest your plan. If you proceed, our team will implement it on your behalf. Communication is vital, and you can speak with us and keep an eye on things, securely, via our online portal or mobile app.

Step 05

Reviewing your objectives

Things become much easier when you’ve got a team like ours beside you. All your details will be uploaded to our secure mobile app for you to keep an eye on things. As your objectives alter over time, we revisit your plan, catering to significant life changes, and refresh it to ensure you stay on track.

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Why choose us?

What sets us apart from the rest is our people and our joined-up approach. Unusual for a firm of our size, your investment director will sit in the same meeting as your financial planner and will work in sync to create a portfolio just for you. But that’s not all…

Find out more

    
 
 
        
   Phil Marriott 
 December 29, 2022.
 
 
  Adrian’s vast knowledge of pensions and investments always inspires confidence, yet he communicates his expertise in such a straightforward way. He is very approachable and it has been a pleasure to trust him both professionally and personally for many years. I can happily recommend him and Wattam Kirby Mee.
  
 
       
   Mark Coster 
 November 29, 2022.
 
 
  Over the last few years my partner and I had put in a number of 'safeguards' for our immediate and short term future (life insurance, critical illness, private medical, unemployment cover etc), but we realised there was a bit of an unknown with our medium/long term future in terms of pensions. We both had company pensions from when we were employees, but had nothing set up since we went self-employed.

Having seen Neil several times at networking I was impressed with the way he presented, his approach and also his willingness to freely provide information, and general guidance and demonstrate his expertise. So I asked him to look at our financial situation.

He was very patient with us whilst we collated all the various bits of long-forgotten paperwork so he could get permission from the pension providers to access our details, and at every stage he was clear and helpful with the information he provided - and patiently dealt with our myriad of pensions.

We now have a much clearly picture of a financial future and a greater understanding of what we can do to improve it further - and this is down to Neil and the team at WKM Wealth - thank you. :)

I would highly recommend speaking to WKM Wealth if you have any queries about pensions, investments or your financial future.
  
 
       
   Julie Pentecost 
 September 21, 2022.
 
 
  We approached WKM Wealth to discuss our pension plans with a view of early retirement.
In our first meeting we discussed a monetary figure we wanted to get from our fund each month. Following a couple of meetings with them it was pleasing to hear that it was possible to achieve our goals. So far working with WKM Wealth they have always been available, welcoming and made us feel very comfortable with our requirements.
We would recommend to others that they consider approaching WKM Wealth with confidence to discuss their future.
  
 
       
   Karen Blackwill-Davies 
 September 14, 2022.
 
 
  WKM have a highly personable approach to dealing with their clients, which is hard to find in current times. They are super efficient and highly diligent. Experts in their fields, they can deal with all aspects of financial management. A great team.
  
 
       
   Drea Warner 
 September 12, 2022.
 
 
  My husband and I were looking for a little tax and investment and pension advice. We have done quite a bit of research in the past few months but knew we could be missing out on 'not knowing what we don't know'.

The books we have been reading are very US-focused, so I arranged a call with financial advisor, Neil, and honestly, it was so enlightening. Firstly he reassured us we were on the right lines, secondly, it was such a relaxed call, where even when we needed Neil to elaborate on details, he didn't make us feel stupid for not initially understanding certain elements.

Finally, we finished the call having learned at least 3 snippets of extremely valuable information that we didn't know before. Complete success. Would I trust Wattam Kirby Mee to manage our financial affairs in the future? Absolutely.
  
 
       
   Guy Wah 
 August 31, 2022.
 
 
  I had a meeting with Neil today in an effort to finally start planning financially. Neil was great - he listened and took on board my personal circumstances, before clearly explaining my options. We discussed the pros and cons of each, and Neil was able to answer my questions in simple, everyday language - no jargon or sales pitches. I wouldn't hesitate to recommend WKM.
  
 
       
   Greg Johnson 
 August 13, 2022.
 
 
  Having WKM look after my investments is excellent.  My retirement plans previously have always been a bit “hope my pensions work out” so having someone look after it for me works well.  It’s not just about someone looking after my money though, the personal touch is great, I’m far from a big client but you’d never know it.  Regular communications and updates about markets and what is happening plus a really easy to use app on top make things nice and simple. Working with a business like WKM means I don’t just feel like account number ABC123, which what I’ve seen before I moved things over. I wouldn’t hesitate to recommend them!
  
 
       
   Rishi Mahadeo 
 June 20, 2022.
 
 
  The team at WKM were very helpful in setting up and advising on our pensions, ISA’s and investments. We had multiple pensions in several work place pensions which we wanted to consolidate into one place. We also had multiple investments which we also wanted to do the same. The team provided clear and honest guidance on what we could do. We certainly feel our money is in good hands. In addition to this they were also able to help with our protection needs when our employment situations changed. Would Highly recommend!