Initial review

We’re hopefully going to work together for decades to come.

We have to make sure we will get along and we’re able to build a genuinely positive, trust-based, friendly relationship.

Life is too short.

gathering and
formalising the

This will involve:

  • mapping out your financial position
  • working out what is where
  • getting the documentation formalised

We can then get on with working together

Get a plan agreed
and working


We’ll have at least an annual review. That can be

  • at your house
  • somewhere convenient for you
  • at our office

Our entire team are here for you, our clients. Drop us a text, email or give us a call anytime.

You can communicate with us and view your
entire wealth, securely, via our online portal and via our mobile App (iOS & Android)

Why WKM?

  • We have fresh ideas with a fresh approach
  • We are an independent firm of financial planners and investment managers
  • We have collective experience of over 60 years in financial services
  • We use the latest technology to help us engage and communicate efficiently
  • We use a simple and transparent fee model
  • We aim to work with good people and