Meet The Kymin Team

At Kymin we work on a team approach with our clients, many of whom have been with us for over 20 years.

In addition to the Financial Planners we have a qualified team of researchers and paraplanners who work closely together to provide the best research and recommendation reports for our clients. The client services team then provides support to the rest of the staff and very often Heather, Lisa or Kat will be your first point of contact at Kymin.

Directors

Gerald Davies

 

Gerald Davies – Chairman and Financial Planner

Gerald has unrivalled experience of advising on investments and pensions, gained over 30 years in the Financial World. As Chairman of Kymin, Gerald has three principal roles:

  • Formulating Marketing
  • Ensuring that the princicple of “Treating Customers Fairly” is embedded in the ethos of the firm, and
  • Not least, providing a holistic advice service to high net worth clients, many of whom have been with him for over 30 years

Gerald writes regular columns on financial topics for Newport’s daily newspaper, The South Wales Argus.

Click to see Statement of Professional Standing

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Robin Hall - Managing Director

 

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

Robin joined the company in June 2005 after being a client for many years. He became Company Secretary in May 2006, Operations Director in February 2010 and then Managing Director in October 2012. He has a BSc Business Administration Degree and attained full Diploma status in 2013.

His expertise covers all aspects of investments, pensions and protection for both individuals and businesses.

As Managing Director, Robin is working on a number of new services that Kymin can offer its clients, including the Direct to Consumer website, Kymin Direct. Robin says, “This is an ever changing industry and we must adapt to offer our clients new and innovative ways of dealing with them”.

Click to view Statement of Professional Standing

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Chris Taylor

 

 

 

 

 

 

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

Chris is a Director and Financial Planner and has been at Kymin since 2007. Chris previously worked for a firm of Solicitors and also has a BSc Business Administration Degree. He became Diploma qualified in 2013 and advises his clients on all aspects of their financial well-being, including investments, retirement planning and protection. Chris is also the Compliance Oversight for the company. Outside of work, he has a young family, is a keen motorsport fan and has a passion for Volkswagens.

Click to view Statement of Professional Standing 

Financial Planning Team

Simon Aston

 

 

 

 

 

 

Simon Aston DipFA – Financial Planner

Having started in the financial services industry with Commercial Union in 1988, Simon was a founder member of Kymin in 1993 and has worked alongside Gerald since 1990. Dealing predominately in the personal investment, corporate and personal pension sectors, he has established long standing relationships with many clients.

On a personal front, Simon has been Chairman of the Hereford Badminton Association for 7 years, a sport which he has played competitively since he was a teenager. Simon’s other passion is Clay Pigeon shooting which takes him around the country entering competitions of a weekend. Along with interests in motor sport, rugby, football and the odd card game he has a reputation for being a bit of a socialite!

Click to view Statement of Professional Standing

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Paul Morgan

 

 

 

 

 

 

Paul Morgan IMC DipPFS – Financial Planner

Paul joined Kymin in 2012 and has been a Financial Planner since 1998. Every year he continually strives to build on this to add to his clients’ experience.

Paul is working towards Chartered status and only has a couple of exams left which he hopes to complete over the coming year. Paul took a sidestep from this course recently to acquire the CFA lnvestment Management Certificate (IMC) to gain a deeper understanding of the investment world.

Paul has an interest in classic cars, reading and travel. “I have been very lucky over the years and have visited some exciting countries. Sipping fermented Mares milk in a Yurt in Kyrgyzstan with nomadic people is something I won’t forget in a hurry”.

Click to view Statement of Professional Standing

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Della Tew 150x150 px Profile Kymin

 

 

 

 

 

 

Della Tew MBA FPFS CERT CII (MP+ER) – Financial Planner

Della has been in the industry for 27 years and have achieved Chartered Adviser status together with being awarded a Fellowship of the CII. I advise on all areas of Financial Planning but also specialise in the ‘Later Life’ Clients.

Having just moved over to Wales last year for a bit more space, I am enjoying getting to grips with vegetable growing and chicken keeping.

I also like walking and cycling around the countryside.

Click to view Statement of Professional Standing

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Wyndham Williams

 

 

 

 

 

 

Wyndham Williams DipFA – Financial Planner

Wyndham joined the Kymin team in December 2010 having been in the industry since joining Norwich Union as a Life & Pensions inspector in Southampton in 1979.

Born in 1946 (just after the war), Wyndham believes in the old traditional values of honesty, integrity and fairplay which he has retained throughout his working career.  Wyndham has over the years tended to specialise in “Corporate Protection” i.e. Directors Share Purchase Agreements, Partnership Insurance and Keyman Insurance, he has once again established long standing relationships with many clients and Professional Connections.

Click to view Statement of Professional Standing

Paraplanning and Client Services Team

Vicky Barker CeFAP – Paraplanner

Vicky joined Kymin in 2011 and has over 20 years’ experience working within the financial services sector. She has been a valuable member of the Paraplanning Team since 2013, who support our Financial Planners in assessing their client’s needs. Vicky has qualified in the Certificate in Financial Administration and Planning (CeFAP) exam. ____________________________________________________________________________________________

Kat Maslowska DipFA  CeFAP – Paraplanner and Trainee Financial Planner

Kat has over 10 years’ experience working in the financial services industry, joining Kymin in 2011 and has been a member of the Paraplanning Team since 2015. She currently holds the Certificate in Financial Administration (CeFAP) exam as well the Diploma for Financial Advisers (DipFA) qualification.

Click to view Statement of Professional Standing ____________________________________________________________________________________________

Lisa Harry CeFAP – Paraplanner

Lisa joined Kymin in 2002 under a T2 Skills programme. She is a member of the Client Services and Paraplanning Team and, along with Heather, will normally be your first point of contact. Lisa specialises in providing excellent customer service to our clients, from the very first appointment to your annual review. Lisa has qualified in the Certificate in Financial Administration and Planning (CeFAP) exam. ____________________________________________________________________________________________

Heather Hughes – Client Services

Heather joined Kymin in 2011 and has over 25 years’ experience within the financial services industry. She is a member of the Client Services Team and will normally be your first point of contact. Heather specialises in providing exceptional support to our group scheme members and assisting clients with servicing queries.