Modern Financial Planning & Investment Management. Helping clients achieve financial freedom and enjoy their lives.
Wattam Kirby Mee is a leading financial services provider committed to helping clients achieve financial freedom and enjoy their lives. Located in Leicester, England at 2 Smith Way, Atelius House, Leicester, England LE19 1SX, GB, Wattam Kirby Mee offers modern financial planning and investment management solutions tailored to individual needs.
Wattam Kirby Mee is authorized and regulated by the Financial Conduct Authority, ensuring the highest standards of service and compliance. Utilizing best-of-breed technology, including the innovative WKM Wealth App available on iOS and Android, Wattam Kirby Mee provides clients with seamless access to their financial information and expert advice. The firm specializes in a comprehensive suite of services, including financial planning with regular meetings and cashflow forecasts, in-house discretionary investment management, trustee services, wealth management, inheritance tax guidance, ISAs, and life assurance.
Wattam Kirby Mee's experienced team is dedicated to safeguarding the financial futures of their clients and their families. By embedding themselves in their clients' lives, they gain a deep understanding of what truly matters, allowing them to provide exceptional, personalized service. Wattam Kirby Mee continues to expand its offerings and enhance its client relationships.
We invite the manager of Wattam Kirby Mee to create a customized and exclusive company showcase and product listing on our platform.
Wattam Kirby Mee est un fournisseur de services financiers de premier plan qui s'engage à aider ses clients à atteindre la liberté financière et à profiter de leur vie. Située à Leicester, en Angleterre, au 2 Smith Way, Atelius House, Leicester, England LE19 1SX, GB, Wattam Kirby Mee propose des solutions modernes de planification financière et de gestion des investissements adaptées aux besoins individuels.
Wattam Kirby Mee est autorisée et réglementée par la Financial Conduct Authority, ce qui garantit les normes de service et de conformité les plus élevées. Utilisant la meilleure technologie disponible, y compris l'application innovante WKM Wealth disponible sur iOS et Android, Wattam Kirby Mee offre à ses clients un accès transparent à leurs informations financières et à des conseils d'experts. L'entreprise est spécialisée dans une gamme complète de services, notamment la planification financière avec des réunions régulières et des prévisions de flux de trésorerie, la gestion discrétionnaire des investissements en interne, les services fiduciaires, la gestion de patrimoine, les conseils en matière de droits de succession, les ISA et l'assurance-vie.
L'équipe expérimentée de Wattam Kirby Mee se consacre à la protection de l'avenir financier de ses clients et de leurs familles. En s'imprégnant de la vie de leurs clients, ils acquièrent une compréhension approfondie de ce qui compte vraiment, ce qui leur permet de fournir un service exceptionnel et personnalisé. Wattam Kirby Mee continue d'étendre son offre et d'améliorer ses relations avec ses clients.
Nous invitons le responsable de Wattam Kirby Mee à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Compare Wattam Kirby Mee with 3 companies in Financial-Services
| Comparison Field |
Wattam Kirby MeeMain Company |
First Wealth | Certi...View Profile |
RBC Brewin Dolphin I...View Profile |
SK FinancialView Profile |
|---|---|---|---|---|
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Founded Year
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— | 2009 | 1762 | 2004 |
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Company Size
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— | 11-50 | 51-200 | 2-10 |
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City
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Leicester, England | London, England | ||
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Country
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United Kingdom | United Kingdom | ||
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Skills & Keywords
Comparing with main company
|
13 Total Skills
Financial Planning
Investment Management
Wealth Management
Financial Services
Retirement Planning
Investment Advisory
Estate Planning
Pensions
Smartphone App portal
Trustee services
Inheritance tax
ISAs
Life Assurance
|
11 Total
1 Common
10 Unique
Match
8%
Common Skills:
Retirement Planning
Unique Skills:
Alternative Financial Advice
Cash Flow Modelling
Chartered Financial Planning
Freedom to Live
High Net Worth Financial Planning
High Net Worth Wealth Management
+4
|
5 Total
5 Unique
Unique Skills:
Charities
Equities
Fund Management
Income
Retirement Asset Services
|
2 Total
2 Unique
Unique Skills:
Investments
Mortgages
|
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