getting ahead
is getting started”
Mark Twain
No Man Is An Island
Adrian speaks on the importance of communication & teamwork within the financial services industry, to provide a smooth financial planning process.
Who moved my cheese?
Loz discusses the new recruits into the business and the different approaches to change.
Market Update
Are you interested in understanding market positions more, and how inflation expectations can shape this? Ben looks at current market positions and how this is influencing our investment decisions.
The perfect game
Adrian discusses the considerations that have to be made when planning for our clients, with the aim of achieving perfect results.
Thank you and goodbye, 2021
Neil says a big thank you to 2021 and looks forward to an exciting 2022, which will see our team grow
Optimistic for the future
At this time of year we often reflect on what’s happened and what the future may hold. Ben talks through his perspective for 2022
Our approach
What entices people to work with WKM? What’s been the biggest learning from 2021? Neil takes a look….
Financial mis selling
Tim has recently had a conversation with a new contact who, unfortunately, has been mis sold investments, and shares his thoughts on this.
Mind the gap
Have you got your retirement funding plans sorted? Great! What about the gap between retirement and state pension age? Neil takes a look….
Be courageous
Financial planning is not just about the money. It’s about emotions, dreams and aspirations. Adrian takes a look at some of the factors in financial planning aside from the ££££