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 for at least a year of no earnings. Fast forward to October and we’re on the payroll – ok, we’re not higher rate tax payers, but it’s all heading in the right direction.

We owe a huge amount of gratitude to those clients that have taken the step and entrusted us with their hard-earned money. Friends and family have clearly played their part too.

Our first employee, Loz Gee, joined us in September and will help us grow and convert our strong pipeline, welcoming them to WKM and ultimately deliver for our clients.

We have partnered with businesses that we believe will help us provide the best service to our clients. This ranges from our design and branding partner, to our smartphone app provider and our investment platform. We use small and large businesses and are agnostic about their size – what matters is their ability to help us and our clients but where there is an option to use local businesses in this challenging environment we have taken that approach.

We’re using our unique investment approach to take advantage of the current investment environment. We have the same information as everyone else – but using our own ‘lens’ to identify opportunities for our client portfolios and use our discretionary permissions to take advantage of market conditions.

Some highlights and achievements – you know how much we like numbers 😊

  • 2 compliance visits passed with commendation – hugely important in our industry
  • Ages of our clients, range from 16 months (Tim’s twins) up to 92
  • Achieved double our year three assets under management target
  • We have more than 70 client families
  • We’re now a team of 5

So how was all of this possible? There are numerous factors, including:

  • Our clients – we love them all
  • Hard team work – we look after each other, always
  • A strong, professional and dedicated team
  • A clear and focused plan
  • Relationships
  • Partnerships
  • Most importantly everyone pulling in the same direction and enjoying the journey!

We’re working with some particularly impressive individuals and families, ranging from big 4 accountancy partners, to a hotel owners, business coaches and dentists, with everything in between.

This is not a blog to brag – it’s to celebrate the achievement of four friends and bring a little positivity in these times of stress. We want to say a HUGE thank you to everyone that has helped us on our journey so far, we really wouldn’t be where we are without you.


What will the next six months deliver? We can’t wait to find out……….

Thanks for reading and