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Qualifications

  • FP1 Financial services and their regulation
    Assesses an understanding of the financial services industry including regulation and legislation.
  • FP2 Protection, savings and investment
    Assesses an understanding of protection, savings and investment products.

Transcript

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Financial Planner

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Chartered Financial Planner

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Chartered Accountant

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Member of the East Midlands Chamber

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Associate Firm of the Personal Finance Society

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Chartered Alternative Investment Analyst (CAIA)

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Chartered Fellow of the Securities and Investment Institute (CISI)

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Fellow of the Personal Finance Society

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Member of the Personal Finance Society

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Award in Long-Term Care Insurance

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Member of the Personal Finance Society

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    Becca Coleman

    Administrator

    0116 218 4410 becca@wkmwealth.co.uk

    Meet Becca

    Becca has worked in financial services since 1989, having gained experience working for a national insurance company and independent financial adviser.

    Becca supports the high-quality service WKM provides to its clients and enjoys the flexibility and variety of her role and the opportunity to make a difference through her work.

    Outside of work, Becca likes to spend time reading, travelling, socialising with friends, and enjoying spa days.

    Qualifications

    Meet the rest of our team
    Adrian Mee
    Chartered Financial Planner and Director
    Neil Wattam
    Financial Planner, Chartered Accountant and Director
    Ben Wattam
    Chartered Investment Manager and Director
    Tim Kirby
    Chartered Financial Planner and Director
    Loz Gee
    Operations Manager
    Daniel Partridge
    Chartered Financial Planner and Director
    Ben Toms
    Administrator
    Lucy Fawcett
    Trainee Investment Manager
    View all

    Contact us

      Affiliations

      Wattam Kirby Mee is a trading name for WKM Wealth Ltd. Authorised and regulated by the Financial Conduct Authority, FCA number 915218. You can find WKM Wealth Ltd on the FCA register by clicking here. Registered in England & Wales. Company number: 11530218. Registered office address: Atelius House, 2 Smith Way, Enderby, Leicester, LE19 1SX.

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