Testimonials

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.

EXCELLENT
37 reviews on
Jim
Jim
24/06/2022
We needed advice regarding pensions and savings for the medium and long term future, including for our children. WKM have been extremely helpful and informative from the beginning, making things easy to understand for us, and helping us understand all of our options. I would certainly recommend WKM.
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Rishi Mahadeo
Rishi Mahadeo
20/06/2022
The team at WKM were very helpful in setting up and advising on our pensions, ISA’s and investments. We had multiple pensions in several work place pensions which we wanted to consolidate into one place. We also had multiple investments which we also wanted to do the same. The team provided clear and honest guidance on what we could do. We certainly feel our money is in good hands. In addition to this they were also able to help with our protection needs when our employment situations changed. Would Highly recommend!
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Chris Pople
Chris Pople
18/06/2022
Neil and the team at Wattam Kirby Mee have been excellent. We engaged Neil to assist with pensions support and he & the team have collated all our pensions into a SIPP each. Much easier! He has also given us sound financial advice on ISAs so we're seeing the benefits of further tax beneficial investment. Simple, effective advice done is an approachable, non-salesman approach. I would highly recommend Neil and the team at WKM.
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Mark Harris
Mark Harris
11/04/2022
Headline statement would be 100% recommended as a reliable, trustworthy, engaging organisation with great knowledge and honest input without the 'sales' pressure. We approached WKM at a point when it was becoming clear we needed some new ideas with regard to investments, pensions and financial planning. The engagement through Neil and Ben, in particular, was simple, clear and really helped plan out some initial steps along with input on wider topics and insight into the investment approach and thinking they had as an organisation. All along the way we've been supported with the steps to take, but without a sense of burden or pressure to take everything available. A really open sense of WKM providing a lead, but understanding that there are often lots of reasons why that can't all be followed at a given point in time. We look forward to growing our investments and our financial planning with WKM and would highly recommend them. Mark & Julie
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Sy Green
Sy Green
01/04/2022
They got me the best quote for buying an annuity and when purchasing got the provider to improve on that.
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Matt Billinghurst
Matt Billinghurst
30/03/2022
I had some open questions regarding tax implications and investment/saving options and was recommended to speak to Neil at WKM by someone in my network. Right from the start he approached my situation with an open mind and has provided an educated and informed point of view to help me make some key decisions. A fantastic approach with no pressure to use any of their services.
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john willcox
john willcox
15/03/2022
Intoduced to Wattam Kirby Mee by another party as a company that could assist in a protracted issue. The issues has been resolved and the professional service I received was excellent. I intend to continue my relationship with WKM in the future. John Willcox
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David Vince
David Vince
08/03/2022
I have had the pleasure of working with Adrian Mee for more than 20 years, and with Wattam Kirby Mee since it’s inception. The information, help.and support I have received has been first class, through difficult times as well as easy times. Cannot recommend them too highly.
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Brian Driver
Brian Driver
08/03/2022
Having known Tim and Ade for over 15 years I’m very happy to have them advising and managing my investments, great service and happy to discuss all issues. Really pleased they are enjoying success at WKM.
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Guy Jackson
Guy Jackson
08/03/2022
Adrian and Ben have been great. They’ve provided me with a very personalised service throughout. It’s been a bit of a roller coaster through the pandemic and now the Ukraine war but I’ve always felt that they have my back.
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