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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
10/10
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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
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
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 18th January 2021

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