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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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    Help loved ones buy a home

    There’s no time like the present to invest in your family’s future and give them a financial leg-up.

    If you’ve got the money to spare, then gifting it to help a child or grandchildren get on the property ladder is one of the best ways you can give them a helping hand, especially when it’s becoming harder to purchase a home.

    The immediate gratification you will receive is like no other feeling, and you will experience the highs of buying a home alongside them, knowing you’ve made a difference. And helping them doesn’t mean you have to put your finances at risk.

    Would you like to…

    See the benefit of your gift
    Reduce Inheritance Tax liabilities
    Set a loved one up for the future
    Enjoy this milestone with them
    Ensure stability for years to come
    Help to remove financial worries

    We’ll make them happen

    By opening up to us, we will help you spend your money in a way that benefits your loved ones. By mapping out both of your goals, we can determine how much you’ll be able to give away without seriously affecting your finances.

    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 ”