Enjoy the plays

Enjoy the plays

“Me: it isn’t about short-term gains but long-term sustainable returns… Michael: even though I do keep an eye on the prize, doesn’t mean I can’t appreciate every play of the game.” The above was an extract of my email exchange with...
Chess and investing

Chess and investing

I have recently been reading a lot about chess.  I learned the game at school but never played much other than the odd game at Christmas.  My fiancé, on the other hand, is very good at the game and to make a contest out of our game nights, I have been reading up on...
Marketing – our approach

Marketing – our approach

One of the difficulties we face as a boutique firm is how to market what we do.     I’ve always held the view that in financial services it is always better to have a client come to you via a referral network rather than an advertising campaign.  A referral tells you...
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...
WKM App – tech to manage your financial life

WKM App – tech to manage your financial life

Thursday 21 May 2020, the date our app was approved for both the Apple App Store and Google Play Store.  There have been a few moments where I’ve punched the air in celebration over the last few months and this was one.  The very initial discussions of why we wanted...