1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Midlands
  6. breadcrumb-arrow
  7. Leicestershire
  8. breadcrumb-arrow
  9. Quorndon
  10. breadcrumb-arrow
  11. WKM Wealth Ltd

WKM Wealth Ltd

Independent Financial Adviser  PO Box 10821, Leicester, Leicestershire, LE3 4HG
First meeting at adviser's own cost
Do you want to work with a company that really does care about clients, rather than being one of thousands and just a line on a spreadsheet? If so, get in touch. WKM was setup by 4 friends to provide the best outcomes for clients and that's it.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 18th January 2021
Meet our advisers
Neil Wattam
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Tim Kirby
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Adrian Mee
Director
Accreditations
Chartered Financial Planner
Ben Wattam
Director
About us

Established by four financial services professionals, our goal is for our clients, friends and family to achieve financial freedom and create the ability to enjoy their lives.

This could be to retire earlier, work less, enjoy more family time, create a legacy or to grow your wealth.

Our clients entrust us to safeguard the financial futures of their family and themselves. To fully understand what matters to them, we embed ourselves in their lives. The more we engage with our clients, the better our service becomes.

Our services

We aim to get to know our clients in a way that allows to really understand what their objectives are so we can help them achieve them.
Watching clients enjoy their lives after working with us for a number of years is the most satisfying part of our job.

Where to find us
Head office address: PO Box 10821, Leicester, Leicestershire, LE3 4HG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 18th January 2021

Similar advisers near you

Intelligent Financial Advisory Ltd
Independent Financial Adviser 0 mi
Creating, managing and protecting your wealth the intelligent way
 
See profile
Blackbrook Financial Services
Independent Financial Adviser 0.11 mi
We are financial advisors that grow your wealth and make a positive impact to help save the planet.
 
See profile
Santorini Financial Planning Ltd
Independent Financial Adviser 0.14 mi
We’re a lifestyle financial planning firm based in Leicestershire. We provide independent financial advice for Leicestershire’s small business owners and senior execs who are on the road to retirement or sale.
 
See profile
First Service Financial
Independent Financial Adviser 0.75 mi
At First Service Financial we pride ourselves in giving practical advice and recommendations to help you achieve financial freedom, with a first-class service.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.