“The secret of
getting ahead
is getting started”

Mark Twain

Back to school

Back to school

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.

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Doing our bit

Doing our bit

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.

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That makes five

That makes five

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.

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What is your objective?

What is your objective?

Ben Wattam speaks on the importance of interlinking financial planning with investment management to achieve the best financial results.

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Escape to everywhere

Escape to everywhere

Ben (Administrator) speaks on the benefit of taking a break from routine and shares some of his experiences from travelling the world.

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Holiday time!

Holiday time!

Ben Wattam explains why time off work is so important and shares his experience of his latest trip away to Costa Rica.

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Don’t panic at tax-year end time!

Don’t panic at tax-year end time!

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.

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Progression

Progression

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.

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Tax year end

Tax year end

Neil Wattam explains the options available to utilise tax allowances ahead of the end of the tax year 2021/2022.

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