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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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    Have my finances in order

    Spend the time getting everything in check and setting yourself up to achieve your future goals.

    To organise your finances, you need to start with a goal and a vision for the future. Once your mindset is switched on to reach your long-term goals, getting your finances in order becomes much easier.

    From pensions to ISAs and investments, you and your finances will be in safe hands with our experienced team.

    Would you like to…

    Feel financially confident
    Enjoy life worry-free
    Live in the moment
    Be prepared for retirement
    Understand where you’re heading
    Make progress on your goals

    We’ll make them happen

    Extra help with your financial affairs equals extra time, and extra time means you have the freedom to live your life and achieve your goals. We’ll dig deep to understand what your specific aspirations are, and we’ll stop at nothing to ensure that a plan is in place to achieve them.

    We blend the latest technology with cashflow planning to provide you with a visual interpretation of your future and create a financial planning document bespoke to you.

    Why choose us

    Stories from our clients

    Louisa Poole

    “ I want to retire young and I’m very confident that WKM will help me achieve that. ”

    Charles Micklewright

    “ WKM guided me through tricky hoops after losing a loved one ”

    Chris Pople

    “ Working with Neil has encouraged us to feel comfortable and confident about our future ”

    Guy Jackson

    “ Adrian always goes the extra mile, which I find invaluable ”

    John Rixon

    “ WKM understand exactly what my wife and I want to get out of life ”

    Bill & Sherrell

    “ We have a lot of confidence in the advice we receive from WKM ”