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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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    Sell my business and semi-retire

    You can have the best of both worlds without entirely letting go of your legacy.

    The idea of leaving your business entirely may seem alien to you. After all, you’ve put your heart and soul into building it from the ground up.

    Outside of work, you’ve got other activities you’d like to pursue, but free time is a luxury right now. The idea of semi-retirement is a permanent fixture in your mind and could open up new doors for you.

    Would you like to…

    Create a succession plan
    Continue working in a reduced role
    Understand your options
    Enjoy more time with family
    Work fewer hours
    Spend time looking after yourself

    We’ll make them happen

    You want to be financially rewarded for all your arduous work, but that will only happen if you have a well-planned strategy. Together, we will identify your goals and objectives for your personal life and business, then build a succession plan that focuses on these future goals.

    We blend the latest technology with cashflow planning to provide you with a visual interpretation of what semi-retirement could look like and create a plan bespoke to you and your business.

    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 ”