Adrian Mee

Co-founder, Director at Wattam Kirby Mee
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Leicester Area, UK
Skills

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Chris Greenwell

Mrs G and I instructed Adrian in relation to a piece of very specific advice on pension access planning. His advice was a "lightbulb moment". The value to us of WKM has been jaw dropping. Not much surprises me anymore but, Gosh! he/they did.

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Credentials

  • Award in Long Term Care Insurance
    Chartered Insurance Institute
    Feb, 2021
    - Sep, 2024
  • Combating Financial Crime
    The Chartered Institute for Securities & Investment (The CISI)
    Feb, 2020
    - Sep, 2024
  • Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Sep, 2019
    - Sep, 2024
  • Certificate in Mortgage Advice
    Chartered Insurance Institute
    Sep, 2019
    - Sep, 2024
  • Retirement Income Planning
    Chartered Insurance Institute
    May, 2019
    - Sep, 2024
  • Financial Planning Process
    Chartered Insurance Institute
    Oct, 2018
    - Sep, 2024
  • Certificate in Discretionary Investment Management
    Chartered Insurance Institute
    Aug, 2018
    - Sep, 2024
  • Discretionary Investment Management
    Chartered Insurance Institute
    Aug, 2018
    - Sep, 2024
  • Certificate in Pension Transfer Advice
    Chartered Insurance Institute
    Apr, 2018
    - Sep, 2024
  • Pension Planning
    Chartered Insurance Institute
    Apr, 2018
    - Sep, 2024
  • Pension Transfers
    Chartered Insurance Institute
    Apr, 2018
    - Sep, 2024
  • Pensions
    Chartered Insurance Institute
    Oct, 2003
    - Sep, 2024
  • Taxation and Trusts
    Chartered Insurance Institute
    Apr, 2003
    - Sep, 2024
  • Certificate In Financial Planning
    Chartered Insurance Institute
    Jan, 2002
    - Sep, 2024

Experience

  • Wattam Kirby Mee
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Co-founder, Director
      • Apr 2020 - Present
  • Insurance Institute of Leicester
    • Insurance
    • Vice President
      • Apr 2021 - Present

    • President
      • Apr 2020 - Apr 2021

    • Deputy President
      • Apr 2019 - Apr 2020

  • Mattioli Woods plc
    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Commercial Director
      • Nov 2017 - Dec 2019

      To focus on leading projects, enhancing routes to markets, and the structure of our service solutions.

    • Pension Consultant
      • Jan 2001 - Dec 2019

Education

  • The University of Birmingham
    B Soc Sc (Hons), Economics
    1997 - 2000

Community

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