Doing our bit

Doing our bit

As a business we decided to sign up to the Pledge 1% scheme, with the aim of doing our bit for the local community. We pledge 1% of the business’s profits to many local charities such as Loros, Guide Dogs and The Laura Centre. As a member of the WKM team, 1% of our...
That makes five

That makes five

WKM have grown in numbers and the new addition is me! The four founder advisors and investment directors now become five and the WKM journey that started in 2020 evolves further. Some would ask what is in a number, but the number 5 has a significant providence; the...
What is your objective?

What is your objective?

This week, as part of my continuing professional development, I completed an online session on behavioural finance and it made me consider the importance of emotion and behaviour when managing investment portfolios.  We have a lot of enquiries that start by saying...