Wattam Kirby Mee

Wattam Kirby Mee

Financial-Services

Leicester, England
United Kingdom
Company Tagline

Modern Financial Planning & Investment Management. Helping clients achieve financial freedom and enjoy their lives.

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Lucy Fawcett Ben Toms Daniel Partridge

Compare Companies Side by Side

Compare Wattam Kirby Mee with 3 companies in Financial-Services

4 Companies
Comparison Field
Wattam Kirby Mee
Wattam Kirby Mee
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First Wealth | Certified B Corp
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SK Financial
SK Financial
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Founded Year
2009 1762 2004
Company Size
11-50 51-200 2-10
City
Leicester, England London, England
Country
United Kingdom United Kingdom
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
4
Total Companies
1762
Oldest Founded
1
Countries
29
Unique Skills

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Alternative Company Names

This company is also known as

Wattam Kirby Mee 瓦塔姆·柯比·米 वट्टम किर्बी मी واتام كيربي مي Уаттам Кирби Ми