Wattam Kirby Mee - Leicester

Kate Hirschfield

We were nervous about finding the right financial advisor, Tim was recommended to us by a colleague and it was a great decision to make contact. He is a great chap, extremely knowledgeable, honest and we trust him with our finances which is a big thing! He isn’t pushy, he gives you all the information and options that suit us.

We are really happy we chose to work with Tim and his company, I highly recommend them.

Darren Lemon

Neil and the team from WKM have helped my wife and I to get our finances in order and to plan for our future in a straightforward and considered manner. The great advantage is working with a small team of people, who take the time to understand our needs and who are always available when we have any questions.

Sail The World

Having recently retired I was looking for a company who would provide continual advice for my investments / pension etc. Previously I didn't feel I had any direct control of how my pension was being managed.

Since moving across to WKM, I now feel I am fully supported in how my portfolio is invested. WKM take time out to ensure they understand my goals and risk approach and have (and continue to) provide excellent advice.

I would throughly recommend contacting WKM as their approach is refreshingly different.

Above all they are genuinely nice people to deal with!

Aurelien Caule

Neil at WKM was super helpful and knowledgeable in advising on my pension and on investments. I would definitely recommend WKM in case you have any question on pension, they will provide you an honest a quick guidance.
Aurelien

Dawn Bradley

WKM are professional, open and approachable. A personalised plan by Neil has enabled us to approach our future finances with confidence. We highly recommend Wattam Kirby Mee for retirement planning.

Peter Jones

I was referred to Neil Wattam by my accountant to help plan the intersection between my company finances and my personal objectives. As a new company, Neil's help was invaluable in setting clear objectives and war-gaming the tax implications of different scenarios. He took the time to clearly set out (and idiot-proof!) his advice and tailored it for my circumstances. I would really recommend having an introductory conversation with Neil - he's very generous with his time.

Paul Bithrey

We have been delighted with the quality of advice, responsiveness of the team and attitude in which nothing is too much trouble. Would definitely recommend you talk to WKM

Paul Bithrey
Foxley Kingham

George Oliver

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.