Six months of WKM!

Six months of WKM!

Our company journey started some time ago, but really in earnest with the FCA authorisation process in late 2019, which was understandably tough – getting the green light on the 20th April 2020 was exhilarating. Our budget was prudent and the four of us had planned...
Every day’s a school day

Every day’s a school day

I think we’ve all taken something different from this year.  I’m sure everyone has had highs and lows from the new experience of being forced to stay at home, reduce social interactions and change our usual way of life. I’ve taken the opportunity to do something I’ve...
Have you met Ben?

Have you met Ben?

I have a fun game I like to play now at WKM Wealth, and it’s called ‘Have you met Ben?’  OK so I stole the line from an American sitcom, but it does work a treat when we are introducing him to our clients.  Ben is our investment director (although he has no time for...
Managing your money – DIY or use a professional?

Managing your money – DIY or use a professional?

For many things in life, you have a choice – do it yourself or getting someone else to do it. From cleaning your car, to investing your money, decorating your house and marketing your business. The choice is yours – but there are a multitude of reasons influencing...
Employee #1

Employee #1

When we set up WKM we always knew the day would come when the four of us would be joined by an ‘outsider’. After spreading the word amongst family and friends we were fortunate to have two very talented candidates apply for the role. Putting together a job spec was a...