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Chartered Financial Planner

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Member of the East Midlands Chamber

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Chartered Alternative Investment Analyst (CAIA)

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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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    Starting My Journey at WKM – Keisha

    Starting My Journey at WKM

    Hello, I’m Keisha and I am extremely excited to share that I have recently joined WKM Wealth Limited as an Administrator, and I am looking forward to working with a talented team of individuals and contributing towards our ongoing success.

    A Welcoming Onboarding Experience

    I joined WKM in April 2025 and since joining I have felt so welcome and supported by everyone here.

    The team work closely together to ensure clients expectations are being met, of which it is a pleasure to be part of such a collaborative team.

    The training has been interesting and informative which I appreciate as this ensure I have the confidence to complete my role to the best of my ability. Being in the wealth management/pensions industry for the past 9 years has given me the knowledge to understand the industry, though each company does have different platforms of which they operate, and I have enjoyed gaining the understanding through training of the systems used here at WKM.

    Here at WKM Wealth Limited personal development is encouraged including completing exams to further our knowledge within the industry which appeals to me, and I am hoping to take my first exam this year.

    I look forward to building trusting relationships with my clients and providing great service.

    My Takeaways So Far

    Since day one I have felt encouraged and supported by everyone here at WKM Wealth Limited and it is an honour to be part of such a friendly team. I look forward to an exciting future with WKM Wealth Limited!

    WKM Wealth
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