Keeping it simple

Keeping it simple

I’ve had some very interesting discussions recently, with clients, potential clients and fellow professionals and more often than not, keeping things simple is the answer. The world of finance, like many industries is awash with jargon, acronyms and long words. Most...
Have you met Ben?

Have you met Ben?

I have a fun game I like to play now at WKM Wealth, and it’s called ‘Have you met Ben?’  OK so I stole the line from an American sitcom, but it does work a treat when we are introducing him to our clients.  Ben is our investment director (although he has no time for...
Financial MOT

Financial MOT

The Covid 19 pandemic will have impacted everyone to some degree, whether it’s related to health, finance or other factors. It certainly appears to have given many people time to contemplate on where they are in life and frequently that is on financial grounds. Am I...
Client engagement

Client engagement

In a conversation with a longstanding connection shortly after our launch, the magnitude of what we have created dawned on me in that, while we are not unique in financial services, we are part of a rare breed.  We are an independent, boutique financial planning and...