Wattam Kirby Mee - Leicester

Kristie P.

Neil and the team are amazing. Not only do they take the time and care to get to know you, your personal financial goals and current situation, but they also care about your wider professional and personal wellbeing. Neil has offered me sound recommendations from wills and banking to potential business connections. It truly feels like he goes the extra mile.

Kate H.

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 L.

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 T. W.

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!

Peter J.

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.

George O.

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.

Carol P.

I reached out to Neil after meeting him at a few local networking events and reading several of his really informative LinkedIn posts which covered a couple of topics I needed some advice on.
As we live quite close to each other, we decided to meet up for a coffee and a chat. Neil did offer to meet online as he works this way too, but sometimes it's nice to see other humans. 😊
I'm not great with financial "technical stuff" and the thought of making wrong decisions on something so important scares me. Particularly on the pensions front.
We spent an hour chatting about my situation and requirements and Neil gave me some brilliant advice, including the options available to me working with him and doing things on my own.
I was so impressed with his honesty and complete lack of "sales pitch".
When I walked away with my notes, I felt comfortable that I'd understood everything Neil told me. He made it very clear that I could contact him should I have any other questions.
Thanks again Neil for a lovely chat, your time and advice and rest assured I'll happily recommend you to anyone looking for financial advice. In fact, I already have.

Dawn B.

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.