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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.
  • R02 (Investment Principles)
    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
  • 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.
  • R04 (Pensions and Retirement Planning)
    This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
  • R05 (Financial Protection)
    This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
  • R06 (Financial Planning Practice)
    This qualification helps advisers develop and demonstrate their financial planning capabilities.
  • CII Level 4 Diploma in Regulated Financial Planning
    This Level 4 Diploma meets the FCA's qualification requirements for retail investment advisers. This enables the individual to meet the qualification requirements to practise in this area and expand their areas of expertise in their professional practice.
  • J12 (Securities & Advice Dealing)
    Securities and Advice Dealing (J12) develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

Accreditations

  • What does "Financial Planner" mean?

    A financial planner is a professional who helps people manage their money and achieve their financial goals through the implementation of a financial plan. This plan is built around specific goals and objectives that are unique to the individual. Financial planners are valuable to those who want to be in control of their finances and live the life they’ve dreamed of.

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

    Financial Planner

    0116 218 1661 [email protected]

    Meet Ben

    Ben is dedicated to helping clients achieve their financial goals by providing clear, tailored advice and guidance. His focus is on creating a smooth and productive financial journey for every client, ensuring they feel confident and supported throughout the process.

    Outside of work, Ben enjoys golfing and staying active with regular gym sessions. He’s a big sports fan, especially when it comes to Leicester City Football Club. Ben also loves to travel with his fiancé and explore new cultures around the world.

    Accreditations

    Qualifications

    Meet the rest of our team
    Keisha Mair
    Administrator
    Tulsika Patel
    Administrator
    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
    Daniel Partridge
    Chartered Financial Planner and Director
    Becca Coleman
    Administrator
    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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