Menu

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.

Financial Planner

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Chartered Financial Planner

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Chartered Accountant

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Member of the East Midlands Chamber

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Associate Firm of the Personal Finance Society

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Chartered Alternative Investment Analyst (CAIA)

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Chartered Fellow of the Securities and Investment Institute (CISI)

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Fellow of the Personal Finance Society

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Member of the Personal Finance Society

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Award in Long-Term Care Insurance

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.

Member of the Personal Finance Society

Lorem ipsum dolor sit amet consectetur adipisicing elit. Voluptatem nobis animi reprehenderit cum veniam. Minus, commodi nulla consequatur accusamus non distinctio expedita eligendi suscipit eaque! Delectus, ut maxime? Consectetur, suscipit.
Please fill out our form to download your free copy

    Keisha Mair

    Administrator

    Meet Keisha

    Keisha has worked in financial services since 2016.

    Keisha loves building lasting, trusting relationships with clients and has always worked within customer-facing roles since graduating at De Montfort University with a Business and Marketing degree.

    Since joining WKM in April 2025, Keisha has been supporting the high-quality service WKM provides to its clients and has been enjoying the variety, flexibility, and regulatory exams ensuring she is qualified within her role.

    Outside of work Keisha enjoys, spending time with friends, hiking, cooking, traveling, camping, and singing.

    Meet the rest of our team

    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
    Ben Toms
    Financial Planner
    Becca Coleman
    Administrator
    WKM Wealth
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.