Adrian Mee

Adrian Mee Email and Phone Number

Independent Financial Planning Director | Pensions, ISAs, IHT | Vice President at Insurance Institute of Leicester @ Wattam Kirby Mee
leicester, leicestershire, united kingdom
Adrian Mee's Location
Greater Leicester Area, United Kingdom
Adrian Mee's Contact Details

Adrian Mee personal email

n/a
About Adrian Mee

My first love is as a specialist in retirement planning, specifically for business owners and professionals within the SIPP and SSAS universe. Owing to the changes to the inheritance rules for pensions, I am also highly experienced in inheritance planning to include tax management of the process.Secondly, I am an expert in the financials associated with divorce putting into context the values contained within for example; pensions, ISAs, property, and limited companies.Finally, my typical clients are those who have a desire to be inspired by the financial planning process and seek answers to the questions, 'Do we have enough' and 'Will we ever run out?'

Adrian Mee's Current Company Details
Wattam Kirby Mee

Wattam Kirby Mee

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Independent Financial Planning Director | Pensions, ISAs, IHT | Vice President at Insurance Institute of Leicester
leicester, leicestershire, united kingdom
Website:
wkmwealth.co.uk
Employees:
4
Adrian Mee Work Experience Details
  • Wattam Kirby Mee
    Co-Founder, Director
    Wattam Kirby Mee Apr 2020 - Present
    Leicester, England, United Kingdom
  • Insurance Institute Of Leicester
    Vice President
    Insurance Institute Of Leicester Apr 2021 - Present
  • Insurance Institute Of Leicester
    President
    Insurance Institute Of Leicester Apr 2020 - Apr 2021
  • Insurance Institute Of Leicester
    Deputy President
    Insurance Institute Of Leicester Apr 2019 - Apr 2020
  • Mattioli Woods Plc
    Commercial Director
    Mattioli Woods Plc Nov 2017 - Dec 2019
    Leicester, United Kingdom
    To focus on leading projects, enhancing routes to markets, and the structure of our service solutions.
  • Mattioli Woods Plc
    Pension Consultant
    Mattioli Woods Plc Jan 2001 - Dec 2019

Adrian Mee Skills

Pensions Investments Retirement Wealth Management Inheritance Tax Planning Finance Tax Retirement Planning Sipp Financial Advisory High Net Worth Individuals Financial Planning Wealth Pension Funds Defined Benefit Strategic Financial Planning Pension Administration Defined Contribution

Adrian Mee Education Details

  • The University Of Birmingham
    The University Of Birmingham
    Economics

Frequently Asked Questions about Adrian Mee

What company does Adrian Mee work for?

Adrian Mee works for Wattam Kirby Mee

What is Adrian Mee's role at the current company?

Adrian Mee's current role is Independent Financial Planning Director | Pensions, ISAs, IHT | Vice President at Insurance Institute of Leicester.

What is Adrian Mee's email address?

Adrian Mee's email address is ad****@****ods.com

What schools did Adrian Mee attend?

Adrian Mee attended The University Of Birmingham.

What skills is Adrian Mee known for?

Adrian Mee has skills like Pensions, Investments, Retirement, Wealth Management, Inheritance Tax Planning, Finance, Tax, Retirement Planning, Sipp, Financial Advisory, High Net Worth Individuals, Financial Planning.

Who are Adrian Mee's colleagues?

Adrian Mee's colleagues are Ben Wattam, Lucy Fawcett, Ben Toms.

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