Qualifications

R01 (Financial Services, Regulation and Ethics)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R05 (Financial Protection)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R03 (Personal Taxation)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R02 (Investment Principles)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

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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Ben Toms

Administrator

0116 218 1661 bentoms@wkmwealth.co.uk

Meet Ben

Ben’s role consists of assisting the directors with administrative duties and liaising with clients to give them a smooth and productive financial journey.

Ben enjoys keeping active by regularly working out at the gym and watching all things sports, especially Leicester City football club. He loves to travel with his girlfriend and explore all the world’s cultures.

Qualifications

2 minutes with Ben

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

Lucy Fawcett

Trainee Investment Manager

Becca Coleman

Administrator

View all