Wattam Kirby Mee

28/10/2025

📢 1 Week to Go – Don’t Miss This Exclusive Investment Insights Livestream!

Join us on Tuesday 4th November at 9:30am for a live discussion featuring:

🎙️ Ben Wattam, Investment Manager & Director at WKM Wealth
🎙️ Neal Bailey, Market Insights Strategist at Invesco

Together, they’ll explore:

✅ The current global market landscape
✅ Key trends shaping the investment outlook
✅ Why staying invested through volatility is crucial for long-term success

🗓️ Date: Tuesday 4th November
🕤 Time: 9:30am – 10:15am
📍 Location: Online (link provided upon registration)

👇 Register Here

https://us02web.zoom.us/webinar/register/2017392710335/WN_irL4fOzYQD-M4LQA6Pq0Tg

Whether you're an investor, adviser, or simply curious about market dynamics, this session promises to be insightful and engaging. We hope to see you there!

30/09/2025

👨‍👩‍👧‍👦 Building a Legacy: Tax-Efficient Saving for Children and Grandchildren

Many parents and grandparents want to give younger generations a financial head start — whether that’s helping with university fees, supporting a first home purchase, or contributing to long-term financial wellbeing.

But making those gifts count means thinking beyond simple savings.

Tax-efficient strategies can help you maximise the impact of your support while protecting your own financial future.

In Neil Wattam's latest blog, he explores practical ways to build a meaningful legacy through smart, structured planning.

If you're a parent, grandparent, or simply thinking ahead, this one's for you.

https://wkmwealth.co.uk/building-a-legacy-tax-efficient-saving-for-children-and-grandchildren/

In an era of rising education costs, uncertain housing markets, and increasing life expectancy, many parents and grandparents are looking for ways to financially support younger generations. But doing so wisely means not just saving — it means saving tax-efficiently. Whether your goal is to help w...

08/09/2025

📈 Why the 30-Year Gilt Yield Matters – More Than You Might Think 🏦

The 30-year gilt yield isn’t just a number buried in financial pages — it’s a critical signal for pension funds, government borrowing, mortgage rates, and long-term economic confidence in the UK.

In Daniel Partridge' latest blog, he breaks down:
✔️ What the 30-year gilt yield actually tells us
✔️ Why it's closely watched by policymakers and investors alike
✔️ How recent movements are impacting financial markets

👇 Read the full blog here:

https://wkmwealth.co.uk/the-long-gilt-trip-why-the-30-year-gilt-yield-matters/

Bond markets rarely grab public attention. Yet when the yield on the UK’s 30-year gilt rises sharply, it makes headlines for good reason. These long-dated government bonds may seem remote from daily life, but their movements affect everything from mortgages to pensions, from tax bills to the broad...

08/08/2025

💡 The Power of Planning: Unlocking £260,000 in Tax Savings Through Pensions

Take a read of Tim Kirby's new blog where he talks a recent client planning scenario.

https://wkmwealth.co.uk/pensions-and-the-power-of-tax-relief/

Much has been written and talked about following the announcements in the 2024 Budget about pensions coming into the estate for inheritance tax (IHT) purposes. Only this week I sat down with a potential new client and their perception of pensions was negative following the headlines. After probing t...

22/05/2025

“We’ve got a financial adviser we really trust—WKM Wealth. They’ve made a big difference for us. If you’re ever looking for someone to speak to, I’d be happy to connect you.” 🤝

Referrals for us are like gold dust 🪙

Take a read of Adrian Mee's new blog where he talks through the power of referrals and how we can help you're friends, family and colleagues with their financial planning needs.

https://wkmwealth.co.uk/why-referring-a-friend-to-wkm-wealth-could-be-the-best-thing-you-do-for-them-and-for-us/

At WKM Wealth, we like to keep things simple: real advice, real relationships, and real results. Over the years, we’ve grown not through flashy marketing or billboards—but through you. Yes, you. Our amazing clients, who’ve trusted us with their financial journeys and, in turn, pointed friends,...

17/04/2025

💰 Thinking about your child's financial future? Start with a JISA

We just published a new blog diving into everything you need to know about Junior ISAs — from how they work, to the benefits, limits, and smart strategies to make the most of them. 📈

Whether you're a new parent, a grandparent wanting to contribute, or just planning ahead, this guide has you covered.

🔍 What we cover:
✅ What is a JISA?
✅ Cash vs Stocks & Shares JISA
✅ Annual limits for 2025
✅ Tips for tax-efficient saving

🎯 It's never too early to give your child a financial head start.

📝 Read the full blog here 👉 https://wkmwealth.co.uk/saving-for-children-all-you-need-to-know-about-jisas-2/

Saving for children is a subject on the minds of many parents and grandparents and one that can be somewhat of a minefield. Whether it’s to support university costs, towards a first car, a home or even looking ahead through pensions, starting early can make a significant difference. Here are some ...

31/03/2025

🟢 The world may be fixated on U.S. markets, but investors shouldn’t overlook Europe’s evolving investment landscape 🟢

In our latest blog, Ben Wattam explores why European markets present compelling opportunities, even as the spotlight remains on the U.S. and Trump’s impact on financial sentiment.

https://wkmwealth.co.uk/make-europe-great-again-mega/

It is easy to look at the Make America Great Again (MAGA) movement in the US with disdain. President Trump is trying to create a different world order with a lot of change to historic norms, which is causing angst and stress. Trump wrote ‘The Art of the Deal’ book in 1987 and it’s clear

07/03/2025

🚀 Want to retire early? It’s more possible than you think! 💰☀️

Many people dream of financial freedom, but only a few take the right steps to achieve it. In Ben Toms' latest blog, he breaks down the real, actionable financial planning strategies that could help you:

✅ Save smarter & invest wisely
✅ The importance of financial planning
✅ Utilising your tax allowances

If early retirement is on your radar, don’t miss this guide! 🌍🏡📈

https://wkmwealth.co.uk/how-to-retire-early-the-ultimate-financial-planning-blueprint/

Chat to us The first step would be to have a chat with us. Being independent, we have a wide range of financial planning strategies and products at our disposal to help you meet your financial objectives and goals, whatever they may be. Coupled with the team’s expertise and personable approach, we...

14/02/2025

🔔 Tax Year-End is Approaching - Are You Prepared? 🔔

As the tax year draws to a close, now is the time to take action and make the most of available allowances and financial planning opportunities.

In our latest blog, Tim Kirby outlines the 5 allowances you should be considering prior to the end of the tax year.

https://wkmwealth.co.uk/5-allowances-to-consider-prior-to-the-end-of-the-tax-year/

With the end of the UK tax year (April 5) approaching, it’s a good time to take advantage of allowances that can reduce your tax liability or make the most of tax-free savings. Here are 5 key allowances to use before the tax year ends: Personal Allowance (£12,570) What it is: The amount of income

14/02/2025

🚀 Unlock the Power of Venture Capital Trusts (VCT's)! 🚀

Join us for our first financial planning live stream of the year. Adrian Mee Daniel Partridge will be talking through VCT's.

✅ How VCTs work & why they matter
✅ Key benefits & tax advantages
✅ Risks to consider before investing

📅 Date: Wednesday 12th March
⏰ Time: 11am start
📍 Live on Zoom

Register here: https://us02web.zoom.us/webinar/register/2017392710335/WN_xR1SHd2ZRR2-It_RuS258Q