“The secret of
getting ahead
is getting started”

Mark Twain

No Man Is An Island

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.

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Market Update

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.

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The perfect game

The perfect game

Adrian discusses the considerations that have to be made when planning for our clients, with the aim of achieving perfect results.

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Optimistic for the future

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

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Our approach

Our approach

What entices people to work with WKM? What’s been the biggest learning from 2021? Neil takes a look….

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Financial mis selling

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.

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Mind the gap

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….

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Be courageous

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 ££££

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