Kymin Wealth Programme
The Process
The first step in your journey with us will be an initial discovery meeting, where we ask you to bring along details of any existing policies, investments, and pensions you may have, as well as details of any mortgages, your expenses, wills and any trusts that you may have in place.
Stage 1
The first step in your journey with us will be an initial discovery meeting, where we ask you to bring along details of any existing policies, investments, and pensions you may have, as well as details of any mortgages, your expenses, wills and any trusts that you may have in place.
This is the opportunity for both of us to get to know each other, your circumstances, and each other’s personalities. We will complete a confidential personal questionnaire and we will also carry out risk profiling to accurately ascertain your Attitude to Investment Risk and your Capacity for Loss. We believe that taking time to talk and understand you, as well as your future goals and aspirations is the only way to help you achieve everything you want in life.
Please remember that the cost of the initial discovery meeting is covered by Kymin Financial Planners.
Stage 2
We may need to contact your existing providers, but only once we have obtained your authority to do so. Once we have this additional information will then go away and carry out our research, where we will create a bespoke personal financial plan around you and your financial goals. This will explain how they will help you to achieve your objectives and will include a detailed cashflow plan too.
Stage 3
We will then present our findings to you in person, simply and clearly with a detailed personal financial recommendation report including an analysis of your current situation. We will give you plenty of opportunities to ask questions. We will discuss our recommendations thoroughly to ensure you understand the costs, risks and tax implications. We will remind you that there is no obligation to sign up for any products if you decide they are not for you.
Stage 4
If you are happy with our recommendations and decide to become a client of Kymin, our team will put your plan into action. We will take away the stress of completing the paperwork and administration and deal with the providers directly.
Stage 5
Fast, friendly, and thorough, we will make sure all the right boxes are ticked and all the relevant documents are signed. Once completed will issue you with Policy Documents and other paperwork for you to keep safe for the future.
Stage 6
As we all know, life is ever changing. We will ensure that the plan we put in place is robust enough to cope, but flexible enough to change. As part of the Kymin Wealth Programme with its on-going service, we will schedule review meetings so that we can assess your plan against changes in taxation, legislation and your personal situation. That way, you can be confident in us to keep your financial plan on track, no matter what changes life brings.
