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Qualifications

  • CISI FSA Regulation & Professional Integrity (IAD)
    This RDR-compliant unit of the CISI Investment Advice Diploma and Diploma in Investment Compliance ensures that candidates can apply appropriate knowledge and understanding of UK financial markets, regulation and ethics to financial planning, advice and management for retail customers.
  • CISI Investment, Risk and Taxation (IAD)
    This RDR-compliant unit of the CISI Investment Advice Diploma ensures that candidates demonstrate the ability to apply the knowledge, theory and practical techniques required in order to assess a client's current financial position and future requirements, make suitable investment recommendations, monitor performance and respond appropriately to changing needs and circumstances.
  • CISI Diploma in Investment Advice (IAD)
    The IAD provides a sound grounding in UK financial services and consumer relationships, macro-economic environment, settlement, safe custody and prime brokerage, exchange traded futures and options and financial protection.
  • CISI Financial Planning & Advice (IAD)
    The aim of this unit is to provide the core knowledge within the areas of financial protection, pensions, retirement and financial planning skills for those individuals advising on retail investment products.
  • Certificate in Paraplanning
    Designed to further develop and test your financial planning skills and how well you can apply technical knowledge in financial planning situations. Success in the exam also provides powerful professional recognition that you have the appropriate combination of technical knowledge and planning skills required to fulfill the role of paraplanner.

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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    Lucy Fawcett

    Investment Manager

    01162 181642

    Meet Lucy

    Lucy conducts day-to-day trades to align our clients with discretionary portfolios and assists Ben with analysing and developing WKM’s portfolio performance. Lucy is currently working towards her CISI Investment Advice Diploma qualification.

    Lucy is very creative. In her spare time, Lucy enjoys baking, particularly bread and lemon drizzle cakes. She also enjoys sewing dresses and creating items for her house. Otherwise, she is often going on spa days and spending time with her cat Mabel.

    Qualifications

    2 minutes with Lucy

    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
    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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