“The secret of
getting ahead
is getting started”

Mark Twain

ABOUT

US

Established by four financial services professionals, our goal is for our clients, friends and family to achieve financial freedom and create the ability to enjoy their lives.

This could be to retire earlier, work less, enjoy more family time, create a legacy or to grow your wealth. Understanding your needs becomes our passion, and providing your goal is our mission.

Our clients entrust us to safeguard the financial futures of their family and themselves. To fully understand what matters to them, we embed ourselves in their lives. The more we engage with our clients, the better our service becomes.

Adrian Mee – Co-founder

Since 2001 Adrian has worked in financial services initially specialising in pension planning (specifically SSAS and SIPP) and latterly in inheritance planning.

These skills allow him to provide tax advice coupled with investment management across ISAs, onshore and offshore accounts, pensions, trusts, and family companies. These can create powerful long-term income streams or capital which, facilitate early retirement or passing wealth down through the family.

Adrian has been a pensions lecturer, editor for tax journals, business advisor, and joint venture specialist.

His clients include business owners, accountants, solicitors, stockbrokers, investment fund managers, and professional athletes.

Adrian is a Chartered Financial Planner and passionate Nottingham Forest supporter.

Ben Wattam – Co-founder

After reading Economics with Geography at Loughborough University, Ben joined the financial services industry in 2004. He is an experienced investment manager and has been responsible for building, launching and managing discretionary portfolios as well as onshore and offshore investment funds.

He specialises in multi-asset investing and has extensive knowledge of structured products. Before co-founding WKM, Ben managed a UK-wide team managing over £1.5bn. Ben leads WKM’s investment proposition and chairs the Investment Committee.

Ben is a Chartered Fellow of the Securities and Investment Institute (CISI) and is a Leicester City season ticket holder.

Tim Kirby – Co-founder

Tim graduated with a degree in Business before joining the financial services industry in 2004. He has been advising clients in respect of their financial planning needs since 2007. Tim’s clients include business owners, professionals, entrepreneurs and retirees. He is passionate about helping clients create simplicity in their lives through delivering bespoke financial planning and achieving their goals.

Tim is a Chartered Financial Planner, a pension transfer specialist and a long standing member of the Association of Member-Directed Pension Schemes.

Tim has board-level experience of managing a financial services business and growing their pensions arm before co-founding WKM. He brings this experience to WKM and is responsible for the compliance and money laundering reporting officer roles while continuing to look after the needs of his clients.

He is a father to his three young children, and following a sporting career involving football, cricket and darts, he now spends his free time cycling and watching most sports.

Neil Wattam – Co-founder

Neil has worked in various finance and accounting roles since 2004, starting as an auditor, followed by senior positions within FTSE 100 and FTSE 250 companies, including as Finance Director.

His experience of working in numerous businesses and sectors, including running a Ltd company, provides a sound base from which to help clients.

Neil is a Chartered Accountant (ICAEW) and holds the Diploma in Regulated Financial Planning (CII). Neil is studying towards Chartered status with the CII.

Neil is a father to two young children and a keen cyclist.

Associated Firms…

We’re proud to be part of the Pledge 1% initiative and we’ve signed up to give 1% of our time, product and profits to good causes.