About us
A client-led approach
Our story begins in April 2020, when four of us came together to create a business that focused on clients. We wanted to establish an independent firm that gave financial planning a modern and personal spin. We’ve achieved just that.
We recognised from the outset that each client is unique. Therefore, we had to make time to look at their objectives in detail to create a financial plan and investment strategy that go hand-in-hand with each other.
Lead by example
Our people are at the heart of what makes WKM so special, and each member of our small team brings their ideas and experience to the table. We have more than 100 years of combined experience in financial planning and investment management, which leaves you in very capable hands.
There is no corporate machine in the background. We make the decisions, we devise the plans, and we make them happen.
Meet the team
Adrian Mee
Chartered Financial Planner and Director
Neil Wattam
Financial Planner, Chartered Accountant and Director
Ben Wattam
Chartered Investment Manager and Director
Tim Kirby
Chartered Financial Planner and Director
Loz Gee
Operations Manager
Daniel Partridge
Chartered Financial Planner and Director
Ben Toms
Administrator
Lucy Fawcett
Trainee Investment Manager
Becca Coleman
Administrator
We do things differently
Each client has a dedicated financial planner and investment manager to ensure that your overall strategy is consistent and truly reflects your objectives. It’s this all-round expertise that sets us apart from other firms of our size.
