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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.
  • R05 (Financial Protection)
    This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
  • R04 (Pensions and Retirement Planning)
    This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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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    Tulsika Patel

    Administrator

    0116 218 4298 [email protected]

    Meet Tulsika

    Tulsi joined WKM in October 2024 as an Administrator. After graduating from Sheffield University with a degree in Economics, she joined the financial services sector in 2014.  She enjoys building long-term relationships and engaging with clients to create solutions and help them meet their objectives.

    Outside of work, Tulsi creates henna designs for weddings and has a flair for fashion.  She loves socialising with friends and planning her next travel adventure.

    Qualifications

    Meet the rest of our team
    Keisha Mair
    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
    View all

    Contact us

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      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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