is getting started”
Take a read of Loz Gee’s new blog where she talks on starting her financial planning diploma journey and the satisfaction of passing the R01 exam.
As part of the 1% pledge scheme, the team here at WKM decided to litter pick around the local area. Take a read of Ben’s (Administrator) new blog where he speaks on the experience.
New chartered financial planner, Daniel Partridge, talks on his experience in the financial services industry and why he chose to join the Wattam Kirby Mee team.
Ben Wattam speaks on the importance of interlinking financial planning with investment management to achieve the best financial results.
Ben (Administrator) speaks on the benefit of taking a break from routine and shares some of his experiences from travelling the world.
Sam shares his thoughts on his week of work experience here at Wattam Kirby Mee.
Ben Wattam explains why time off work is so important and shares his experience of his latest trip away to Costa Rica.
The end of 2021/2022 tax year is nearly here! Adrian explains how technological advances have helped ease the stress when it comes to preparing for tax year end.
New Administrator Amrit Singh shares his thoughts on how he has settled at Wattam Kirby Mee and his road to becoming a financial planner himself.
Neil Wattam explains the options available to utilise tax allowances ahead of the end of the tax year 2021/2022.