getting ahead
is getting started”
Mark Twain
Every day’s a school day
Ben reflects on his love of reading and how helpful it can be, to take your mind to another place away from daily stresses and his hopes to pass his motorcycle test…
Have you met Ben?
Adrian takes a look at how Ben, our Investment Director, interacts with our clients and potential clients, to help them understand his thinking and approach to investing.
Managing your money – DIY or use a professional?
Choices, choices. Do you take a punt on the latest stock market darling? Do you invest at all? Or do you use a professional to guide you?
Employee #1
Tim outlines our decision to hire our first employee, only 5 months into our journey
Cash rates
Ben takes a look at the relative returns of cash and discusses why, if time is your friend, investing is likely to help you grow your real wealth.
WKM App – tech to manage your financial life
Our market leading tech can help you see your entire financial position in one place. Imagine the simplicity!
Absolute Return – the holy grail?
Ben looks Absolute Return funds and whether they do what they say on the tin – OR should investors be looking elsewhere?
Financial MOT
Neil takes a brief look at some ideas to consider for a financial check-up
Client engagement
Adrian looks at our focus on client engagement and utilising the best technology.
FCA Covid Survey and business risk
Tim looks back at WKMs recent FCA Covid survey and our focus on having a sustainable business, to support clients for the long term.