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.
Information
gathering and
formalising the
relationship
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
Ongoing
Support
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
