Who We Are

Kymin Financial Services is a long established firm of Financial Planners and have been offering financial advice to our clients since 1993. We are not tied to any bank, building society or network and are directly Authorised and Regulated by the Financial Conduct Authority.

We offer a wide range of specialist services, including advice on investments, Inheritance Tax planning, trust and business planning, including all types of pension schemes and employee benefits, individual pensions and retirement planning as well as mortgages, equity release and protection.

We believe in providing a high quality service and building on long term relationships with our clients. We have a dedicated and skilled team of Financial Planners, research and technical support as well as administration staff who work together to effectively manage client’s money.

Key to Kymin’s approach is a thorough and well informed investment process with a transparent charging structure.

In summary, Kymin always puts the client first.

Our Professional Qualifications and How We are Paid

On 1st January 2013 the Retail Distribution Review (RDR) came into effect. The RDR was implemented by the Financial Services Authority with a view to raising standards within the Financial Services Industry.

The two major outcomes of RDR are “Transparency” and “Higher Qualifications”

Financial Planners can no longer receive commission on investment related products; our fees will therefore be discussed and agreed with you before any work is carried out.

In addition to higher qualifications, financial planners must maintain their knowledge with on-going study and every year be issued with a Statement of Professional Standing (SPS). These are issued by an accredited body such as The Chartered Insurance Institute (CII) or Institute of Financial Services (IFS). The issue of a SPS confirms the higher level of qualifications and an up to date record of on-going study.