Reviews of Wattam Kirby Mee. (Financial Consultant) in Leicester (Leicestershire).

Wattam Kirby Mee

46 Reviews

46 Comments

Financial Consultant

Financial planner

Atelius House, 2 Smith Way, Leicester LE19 1SX, United Kingdom

Description

Information of Wattam Kirby Mee, Financial Consultant in Leicester (Leicestershire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Wattam Kirby Mee

Reviews of Wattam Kirby Mee

P. M.

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.

G. J.

Having WKM look after my investments is excellent. My retirement plans previously have always been a bit “hope my pensions work out” so having someone look after it for me works well. It’s not just about someone looking after my money though, the personal touch is great, I’m far from a big client but you’d never know it. Regular communications and updates about markets and what is happening plus a really easy to use app on top make things nice and simple. Working with a business like WKM means I don’t just feel like account number ABC123, which what I’ve seen before I moved things over. I wouldn’t hesitate to recommend them!

R. M.

The team at WKM were very helpful in setting up and advising on our pensions, ISA’s and investments. We had multiple pensions in several work place pensions which we wanted to consolidate into one place. We also had multiple investments which we also wanted to do the same. The team provided clear and honest guidance on what we could do. We certainly feel our money is in good hands. In addition to this they were also able to help with our protection needs when our employment situations changed. Would Highly recommend!

D. W.

My husband and I were looking for a little tax and investment and pension advice. We have done quite a bit of research in the past few months but knew we could be missing out on 'not knowing what we don't know'. The books we have been reading are very US-focused, so I arranged a call with financial advisor, Neil, and honestly, it was so enlightening. Firstly he reassured us we were on the right lines, secondly, it was such a relaxed call, where even when we needed Neil to elaborate on details, he didn't make us feel stupid for not initially understanding certain elements. Finally, we finished the call having learned at least 3 snippets of extremely valuable information that we didn't know before. Complete success. Would I trust Wattam Kirby Mee to manage our financial affairs in the future? Absolutely.

G. W.

I had a meeting with Neil today in an effort to finally start planning financially. Neil was great - he listened and took on board my personal circumstances, before clearly explaining my options. We discussed the pros and cons of each, and Neil was able to answer my questions in simple, everyday language - no jargon or sales pitches. I wouldn't hesitate to recommend WKM.

M. C.

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.

J. P.

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.

K. B.

WKM have a highly personable approach to dealing with their clients, which is hard to find in current times. They are super efficient and highly diligent. Experts in their fields, they can deal with all aspects of financial management. A great team.

J. J.

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

S. C.

Having worked with Adrian from initially setting up the company trust I have found the professionalism and subject knowledge to be first rate. I would not hesitate to recommend this company.

P. B.

My wife and I are complete novices at investing and we are so pleased we were recommended Neil at Wattam, Kirby, Mee to guide us through the process. Ours was a small investment but in our eyes huge and important for our future. Neil laid out the variety of opportunities and the associated risks very clearly and put no pressure on us to choose a particular one. Complicated issues about how funds invest were explained in simple terms. We were helped through the process at each stage and found the online tools very simple to use. We were also impressed by the emphasis on secure exchange of documents. The payments were simple to make. we would thoroughly recommend WKM for their friendly, personal and sensitive approach to serving customers needs.

C. P.

Neil and the team at Wattam Kirby Mee have been excellent. We engaged Neil to assist with pensions support and he & the team have collated all our pensions into a SIPP each. Much easier! He has also given us sound financial advice on ISAs so we're seeing the benefits of further tax beneficial investment. Simple, effective advice done is an approachable, non-salesman approach. I would highly recommend Neil and the team at WKM.

J.

We needed advice regarding pensions and savings for the medium and long term future, including for our children. WKM have been extremely helpful and informative from the beginning, making things easy to understand for us, and helping us understand all of our options. I would certainly recommend WKM.

C. N.

Great personal and technical service from Adrian and the team. They really take the time to understand our goals and objectives. They are proactive in designing and implementing plans to met them.

M. B.

I had some open questions regarding tax implications and investment/saving options and was recommended to speak to Neil at WKM by someone in my network. Right from the start he approached my situation with an open mind and has provided an educated and informed point of view to help me make some key decisions. A fantastic approach with no pressure to use any of their services.

C. D.

The team at Wattam Kirby Mee have been great in helping me clarify my financial objectives at a time when I was recently bereaved and getting into a real mess. This was at the height of the pandemic when other, bigger, institutions seemed incapable of answering the phone. I was really impressed by the friendly and practical advice I received as well as the performance of my investments over a very volatile period. They offer a truly personal service tailored to the individual and supported by a very impressive “back office”.

M. H.

Headline statement would be 100% recommended as a reliable, trustworthy, engaging organisation with great knowledge and honest input without the 'sales' pressure. We approached WKM at a point when it was becoming clear we needed some new ideas with regard to investments, pensions and financial planning. The engagement through Neil and Ben, in particular, was simple, clear and really helped plan out some initial steps along with input on wider topics and insight into the investment approach and thinking they had as an organisation. All along the way we've been supported with the steps to take, but without a sense of burden or pressure to take everything available. A really open sense of WKM providing a lead, but understanding that there are often lots of reasons why that can't all be followed at a given point in time. We look forward to growing our investments and our financial planning with WKM and would highly recommend them. Mark & Julie

M. G.

I was recommended to approach WKM by a family friend after I wanted some advice on how best to invest for the future. Neil and the team have been incredibly approachable from the start. Guiding us and advising us from the outset. We have built a real level of trust. I now have all my investments as I want and feel confident in the future thanks to the personalised plan they produced for me. I would recommend their services to anyone looking to do more with their money that the high street can offer.

C. L. G. C.

Adrian has provided me with for financial advice for over 17 years, always impressed with his depth of knowledge and interest in my business. Advice has been top class and has enabled me to retire early so transferring across to WKM was a no-brainer. The energy and drive to provide a high quality service by the WKM team backed by an easy to use digital platform to access real-time investment information puts, in my opinion, WKM ahead of the competition. Great company with a management team that has a clear vision for both their company and investors.

H. R.

Adrian has been looking after our pension for some years and because of his good advice we have continued and will continue to use the services of WKM which are very much focused on customer outcomes. Would have no hesitation in recommending WKM to anyone looking for pension or any other financial advice

A. C.

We’d have no hesitation in recommending WKM. Adrian and the team took the time to understand a complex position for us and gave us the confidence to make positive moves with our investments. The service has been exceptional and extremely personal and friendly, and we certainly feel like valued partners in ‘the journey’. This is backed up by well thought through IT which makes communication and transacting very easy. We’re very happy that we made the move to WKM.

D. V.

I have had the pleasure of working with Adrian Mee for more than 20 years, and with Wattam Kirby Mee since it’s inception. The information, help.and support I have received has been first class, through difficult times as well as easy times. Cannot recommend them too highly.

P. W.

I needed an organisation I could trust to guide me through the 'minefield' of pension planning and management. Wattam Kirby Mee have provided pension management expertise in refreshingly clear layman's terms. Working with WKM is a pleasure. I always receive a cheerful competent response. Nothing is ever too much trouble. I would certainly recommend WKM to others.

D. T.

We have been working with Neil at WKM for the last 9 months or so, and in that time we've built a very good relationship. Neil has helped us with long-term and short-term savings, and he's given us some excellent pointers to help with maximising the tax effectiveness of our salaries. One of things Neil has supported us in is consolidating our pensions. The hardest part was going through our own filing to find the relevant paperwork - after that the WKM team did everything for us, which has been a big help. We trust Neil, we like his openness and honesty, and we know that we're a valued client, not just a number.

J. T.

I have known Adrian for a few years now and have always been super impressed by his depth of knowledge. I've appreciated his advice and benefited from his wise counsel. I have found that the team at WKM are highly skilled and experienced professionals with an absolute client focused approach, it is because of these quallities that my husband and I joined Adrian, Ben and team over at WKM at the first opportunity, we continue to be extemely satisfied.

M. O.

I can’t recommend Neil Wattam enough. Thoroughly nice guy who is devoted to help with handling your finances in the most efficient way. As someone who started speaking to Neil with very little knowledge - he has really changed this. He is super responsive and always eager to help. Thanks Neil for all your help so far!

L. P.

WKM have swiftly and efficiently moved my SIPP and investments from my old provider & advisor. Their systems & processes are far more superior than the predecessors. I now have peace of mind that there won’t be errors made on my schemes admin (e.g. my maturities won’t be deposited in someone else’s pension and I know my scheme valuation will be accurate) and most importantly the investment advise is consistent and well considered. Another positive is that the fee structure is transparent. I’m not at risk of any surprise or excessive invoices. I have no hesitation in recommending WKM. They operate with integrity, are honest and are a pleasure to work with. I trust them and they give me great advise.

J. B.

I had been thinking for many years to get my ducks in a row, pensions, investments, business and a families future, when you add them together it all makes it very complex and so easy to put off again and again. Well I cannot support and recommend the team at WKM highly enough. Through in trepidation with fear of making mistakes they have managed this process of putting a whole life financial strategy into place and we are exceptionally pleased with the outturn. I would also add that WKM have built a collaborative approach using an online app so you know every day where your investments are and their performance. Top Job!

K. T.

I contacted WKM because I wanted help sorting out my personal finances and my pension plan. My main objective was the to try and help my money grow and ensure I was being as tax efficient as possible. WKM helped me to set-up a new personal pension and gave me clear, understandable advice and information about investing my money. The whole process was quick and easy and required minimal effort (on my part). I would highly recommend using WKM for help with anything wealth related.

G. J.

Adrian and Ben have been great. They’ve provided me with a very personalised service throughout. It’s been a bit of a roller coaster through the pandemic and now the Ukraine war but I’ve always felt that they have my back.

j. w.

Intoduced to Wattam Kirby Mee by another party as a company that could assist in a protracted issue. The issues has been resolved and the professional service I received was excellent. I intend to continue my relationship with WKM in the future. John Willcox

B. D.

Having known Tim and Ade for over 15 years I’m very happy to have them advising and managing my investments, great service and happy to discuss all issues. Really pleased they are enjoying success at WKM.

M. N.

I have known Adrian Mee for many years and 'lost' his good services and advice when he left my previous advisers, having tracked him down at WKM I am delighted that he has picked up where he left off and my finances are back in safe hands and nicely growing too

S. B.

Was with a large pension provider before who just did not provide the returns or the personal service to get those returns. WKM have been excellent and really helped with our retirement planning and savings

K. W.

We have found all aspects dealt with in a very friendly, and efficient manner. Responses to questions or queries have been actioned very speedily and we find the partners to be very approachable and knowledgeable. At no point do you feel pressurised into making a quick decision.

R. S.

We received an outstanding service from WKM. Honest, professional and provided excellent customer service from start to finish. Any questions were answered promptly and they were able to ensure transactions were completed within the timeframe expected. We would highly recommend- 5 star 🌟 …

P. W.

Excellent service and advice from very professional team. Glad I moved to WKM. I have know Adrian Mee for over 10years, look forward to many more years of friendly and professional service.

M. B.

We needed a more personal approach to manage our finances, these were the perfect people for our needs. They explained clearly what path they advised us to take and we now have a better understanding of finances. I would certainly recommend them, for friendly good quality service.

R. W.

I was first introduced to Adrian, some 15 years ago. A great guy, honest, has integrity and the results speak for themselves. I think you would struggle to find someone better. Just talk to the guy!!

T. G.

Been dealing with WKM for nearly 10 years. This has proved to be very successful, professional, good communications & responses. Very good results . Can truthfully recommend.

J. A.

I was fortunate enough to be introduced to Adrian by a friend of mine and I'm very happy he did so. So far he has given me time and advice which I value greatly.

P. C.

I have worked with Adrian Mee for almost 30 years and have followed him from previous employers because I value his professional responsive approach. It is not just a job to him, he cares about the people he works for.

G. A.

Very pleased to be enjoying the journey with WKM and to be continuing our long association with Adrian.

S. G.

They got me the best quote for buying an annuity and when purchasing got the provider to improve on that.

C. S.

Would recommend this company without hesitation.

M. T.

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