Kymin Financial Services Limited

Independent Financial Adviser  Kymin House, Newport, South Wales, NP20 4BH
First meeting at adviser's own cost
Transforming Lives Since 1993 With Our Awarding Winning, Independent Financial Planning and Wealth Management Solutions. Book your FREE Discovery meeting today.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Paul Morgan IMC DipPFS
Financial Planner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

MR Robin Hall BSc (Hons) DipFA
Managing Director and Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This examination assesses a knowledge and understanding of investment products and the risks involved.

MR Chris Taylor BSc (Hons) DipFA
Director and Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This examination assesses a knowledge and understanding of investment products and the risks involved.

MRS Della Tew MBA FPFS CERT CII
Chartered Financial Planner

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Simon Aston DipFA
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mrs Katarzyna Potts DipFA DipMAP CeRER
Financial Planner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the commercial and regulatory environment, products, services and legislation that inform the mortgage advice process.

Mr Steven Jones
Independent Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Kymin are one of Wales leading firms of financial planners with over 28 years of experience, we are uniquely positioned to understand and recognise the problems clients face when looking for a financial planner.

Unlike some of our competition, we recognise that in order to achieve the financial freedom you deserve, you need a combination of;

A successful, transparent Financial Planning Strategy;

An Investment Management Package with a proven track record;

Access To Expert Pension and Tax Planning Specialists and;

Long term advice from trusted experts who genuinely care about your future and will guide you every step of the way.

That is why we developed the award winning Kymin Wealth Programme...our unique combination of independent financial planning and wealth management services.

It's encompasses all aspects of your financial life, nothing is left out, so we can provide the most complete, transparent solution for your financial needs.

That's why clients have trusted us with over £165 million of their money since 1993.

It's all in the planning...getting the right advice today, could change your life now and in the future.

Contact us today to discover how we can help you.

Our services

If you allow us to serve you, here's what to expect;

1. Award winning Financial Planning and Wealth Management Solutions - with over £165 Million under administration;

2. Experience and expertise - our highly trained planners have over 180 years of combined experience;

3. Direct access to our financial planners and long term advice;

4. A simple, friendly, hassle free process where you always feel at ease;

5. Fee transparency with our transparent charging structure and fee guarantee;

6. A warm friendly environment where you're treated like a friend rather than just a client.

Discover how we can help today!

Where to find us
Head office address: Kymin House, 35 Bridge Street, Newport, NP20 4BH
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 25th October 2021

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