Back to school

Back to school

Here at WKM Wealth we schedule regular 121 meetings as an opportunity to check on operational matters, wellbeing, goals, support and learning requirements, or just to check in and maintain strong relationships. It was about 6 months ago that a discussion took place...
Doing our bit

Doing our bit

As a business we decided to sign up to the Pledge 1% scheme, with the aim of doing our bit for the local community. We pledge 1% of the business’s profits to many local charities such as Loros, Guide Dogs and The Laura Centre. As a member of the WKM team, 1% of our...
That makes five

That makes five

WKM have grown in numbers and the new addition is me! The four founder advisors and investment directors now become five and the WKM journey that started in 2020 evolves further. Some would ask what is in a number, but the number 5 has a significant providence; the...
What is your objective?

What is your objective?

This week, as part of my continuing professional development, I completed an online session on behavioural finance and it made me consider the importance of emotion and behaviour when managing investment portfolios.  We have a lot of enquiries that start by saying...
Escape to everywhere

Escape to everywhere

Escape to everywhere From family holidays, to travelling the world with my girlfriend. I have always had a passion to travel the world. Its cliché, but “travel can help broaden your mind” and the exposure to different cultures, landscapes and people is fascinating....
A taste of the journey

A taste of the journey

A taste of the journey  How do I want to spend my Easter holiday? You might think sleeping till midday only to walk downstairs to turn on Netflix is the ideal scenario. This would be nice but instead I thought I’d try and get a taste of what my life could be like...