At WKM Wealth Ltd we actively seek feedback as we recognise its value in helping us be the best we can be, for our clients.
Based on 8 reviews
17:17 07 Jul 21
We’d have no hesitation in recommending WKM. Adrian and the team took the time to understand a complex position for us and gave us the confidence to make positive moves with our investments.The service has been exceptional and extremely personal and friendly, and we certainly feel like valued partners in ‘the journey’. This is backed up by well... thought through IT which makes communication and transacting very easy.We’re very happy that we made the move to WKM.read more
19:38 25 Mar 21
We have found all aspects dealt with in a very friendly, and efficient manner. Responses to questions or queries have been actioned very speedily and we find the partners to be very approachable and knowledgeable. At no point do you feel pressurised into making a quick decision.
16:53 25 Mar 21
I have known Adrian for a few years now and have always been super impressed by his depth of knowledge. I've appreciated his advice and benefited from his wise counsel. I have found that the team at WKM are highly skilled and experienced professionals with an absolute client focused approach, it is because of these quallities that my husband and I... joined Adrian, Ben and team over at WKM at the first opportunity, we continue to be extemely satisfied.read more
14:37 19 Mar 21
I had been thinking for many years to get my ducks in a row, pensions, investments, business and a families future, when you add them together it all makes it very complex and so easy to put off again and again. Well I cannot support and recommend the team at WKM highly enough. Through in trepidation with fear of making mistakes they have managed... this process of putting a whole life financial strategy into place and we are exceptionally pleased with the outturn. I would also add that WKM have built a collaborative approach using an online app so you know every day where your investments are and their performance. Top Job!read more
13:49 19 Mar 21
WKM have swiftly and efficiently moved my SIPP and investments from my old provider & advisor. Their systems & processes are far more superior than the predecessors. I now have peace of mind that there won’t be errors made on my schemes admin (e.g. my maturities won’t be deposited in someone else’s pension and I know my scheme valuation will be... accurate) and most importantly the investment advise is consistent and well considered. Another positive is that the fee structure is transparent. I’m not at risk of any surprise or excessive invoices.I have no hesitation in recommending WKM. They operate with integrity, are honest and are a pleasure to work with. I trust them and they give me great advise.read more
14:19 12 Feb 21
I contacted WKM because I wanted help sorting out my personal finances and my pension plan.My main objective was the to try and help my money grow and ensure I was being as tax efficient as possible.WKM helped me to set-up a new personal pension and gave me clear, understandable advice and information about investing my money. The whole process... was quick and easy and required minimal effort (on my part).I would highly recommend using WKM for help with anything wealth related.read more
16:18 10 Feb 21
We needed a more personal approach to manage our finances, these were the perfect people for our needs. They explained clearly what path they advised us to take and we now have a better understanding of finances. I would certainly recommend them, for friendly good quality service.