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.

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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Loz Gee

Operations Manager

0116 218 8050 loz@wkmwealth.co.uk

Meet Loz

Within Loz’s varied role, she liaises with suppliers, supports the administration team, assists the financial planners and interacts with clients when required. Her work ensures the business operates smoothly and that client focus is the utmost priority. Before joining the team as our first employee, Loz worked in sales and account management.

Loz loves to travel and explore non-touristy areas. In her spare time, she enjoys trips to the cinema, cooking, and having a nice cold glass of prosecco while catching up with friends.

Qualifications

2 minutes with Loz

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

Daniel Partridge

Chartered Financial Planner and Director

Ben Toms

Administrator

Lucy Fawcett

Trainee Investment Manager

Becca Coleman

Administrator

View all