Wattam Kirby Mee

"We needed advice regarding pensions and savings for the medium and long term future, including for our children. WKM have been extremely friendly, helpful and informative from the beginning, making things easy to understand for us, and helping us understand all of our options. During the last 12 months of financial instability having our finances actively managed has been very reassuring. I would certainly 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."

"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."

"We contacted WKM for some advice on pensions. Neil was very prompt in replying to us was very helpful. He answered all our questions and solved our enquiries. We will definitely use WKM again and highly recommend. Thank you"

"We approached WKM Wealth to discuss our pension plans with a view of early retirement. In our first meeting we discussed a monetary figure we wanted to get from our fund each month. Following a couple of meetings with them it was pleasing to hear that it was possible to achieve our goals. So far working with WKM Wealth they have always been available, welcoming and made us feel very comfortable with our requirements. We would recommend to others that they consider approaching WKM Wealth with confidence to discuss their future."