Wattam Kirby Mee

Over the last few years my partner and I had put in a number of 'safeguards' for our immediate and short term future (life insurance, critical illness, private medical, unemployment cover etc), but we realised there was a bit of an unknown with our medium/long term future in terms of pensions. We both had company pensions from when we were employees, but had nothing set up since we went self-employed.Having seen Neil several times at networking I was impressed with the way he presented, his approach and also his willingness to freely provide information, and general guidance and demonstrate his expertise. So I asked him to look at our financial situation.He was very patient with us whilst we collated all the various bits of long-forgotten paperwork so he could get permission from the pension providers to access our details, and at every stage he was clear and helpful with the information he provided - and patiently dealt with our myriad of pensions.We now have a much clearly picture of a financial future and a greater understanding of what we can do to improve it further - and this is down to Neil and the team at WKM Wealth - thank you. :)I would highly recommend speaking to WKM Wealth if you have any queries about pensions, investments or your financial future.

My husband and I were looking for a little tax and investment and pension advice. We have done quite a bit of research in the past few months but knew we could be missing out on 'not knowing what we don't know'.The books we have been reading are very US-focused, so I arranged a call with financial advisor, Neil, and honestly, it was so enlightening. Firstly he reassured us we were on the right lines, secondly, it was such a relaxed call, where even when we needed Neil to elaborate on details, he didn't make us feel stupid for not initially understanding certain elements.Finally, we finished the call having learned at least 3 snippets of extremely valuable information that we didn't know before. Complete success. Would I trust Wattam Kirby Mee to manage our financial affairs in the future? Absolutely.

I have been looking to consolidate my financial plans for a while and I can't recommend Neil's and WKM's expertise enough. They have helped me understand some of the changes that I have needed to make as well as providing guidance on some of the options I may have in the future. Professional, easy to deal with and incredibly knowledgable. I'm left with a feeling of comfort and would highly recommend WKM.

Adrian’s vast knowledge of pensions and investments always inspires confidence, yet he communicates his expertise in such a straightforward way. He is very approachable and it has been a pleasure to trust him both professionally and personally for many years. I can happily recommend him and Wattam Kirby Mee.

I approached WKM after receiving word-of-mouth recommendations from several different business contacts.As the owner of a growing SME, I needed some professional advice on changing business and personal finances.The WKM team provided a detailed written report with a number of actionable suggestions. They did so in straightforward language which offered real value and insight.In addition, the team worked to a fixed fee for their support. Agreed at outset, there was no pressure at any stage to commit to anything further - and the team exceeded the expected service level.Circling back, I commissioned WKM after receiving several recommendations from trusted contacts in local professional services. I will now add to those in recommending the WKM team to my own business contacts and family members.

We are delighted with the service we receive from Adrian and the whole team at WKM. We view our relationship as a long term relationship, sustaining us through our retirement and managing our family needs in the future.

We'd wholeheartedly recommend WKM. Tim has given us practical and empowering advice and has been flexible and responsive whilst working with us. We look forward to continuing our relationship with Tim and WKM

Having WKM look after my investments is excellent. My retirement plans previously have always been a bit “hope my pensions work out” so having someone look after it for me works well. It’s not just about someone looking after my money though, the personal touch is great, I’m far from a big client but you’d never know it. Regular communications and updates about markets and what is happening plus a really easy to use app on top make things nice and simple. Working with a business like WKM means I don’t just feel like account number ABC123, which what I’ve seen before I moved things over. I wouldn’t hesitate to recommend them!

I recently approached Neil at WKM for investment advice following a small windfall.Neil took the time to listen to my personal circumstances and provide me with bespoke advice to suit my situation.Without Neil’s advice I would have wasted valuable time in terms of placing my funds in a suitable investment fund and, as the saying goes, time is money!I have no hesitation in recommending Neil and would do so to friends and family in an instance. Fantastic.