Merry Christmas!

Merry Christmas!

It’s come to that time of year where we focus on what we are grateful for and enjoy the festivities. I am very ready for a few days of indulgence, nostalgic TV, board games and afternoon naps, and it will be great to sit back and reflect on my first 3 months with...
Looking back at 2020

Looking back at 2020

I have gone early this year and thought with the festive period nearly upon us I would provide a few thoughts on 2020 and some hopes for 2021. The year started with the huge obstacle of having to resign from a successful career I had built up with a very steady...
Marketing – our approach

Marketing – our approach

One of the difficulties we face as a boutique firm is how to market what we do.     I’ve always held the view that in financial services it is always better to have a client come to you via a referral network rather than an advertising campaign.  A referral tells you...
Are you proud of your job?

Are you proud of your job?

I spoke this week to a business coach whom I have known for over a year and speak to occasionally. I found myself talking about how in the past I have steered conversations away from the dreaded ‘what do you do for a living?’ question. Being a financial planner, I...
Perception vs reality

Perception vs reality

I have been fortunate enough to recently join WKM Wealth Ltd, as their Operations Manager. Now in my second month with the business I take time to reflect upon how accurate my perceptions of this new world I entered were. For the past 18 years I have been in sales...
Six months of WKM!

Six months of WKM!

Our company journey started some time ago, but really in earnest with the FCA authorisation process in late 2019, which was understandably tough – getting the green light on the 20th April 2020 was exhilarating. Our budget was prudent and the four of us had planned...