Private Clients

We will collate your personal information, your existing situation

and your goals and aspirations 

Kymin Private ClientsOur initial meeting is usually without charge, where we will collate your personal information, your existing situation and your goals and aspirations. We will provide a full written explanation of our costs if you wish to proceed. With this knowledge, we can identify the solution that will enable our clients to achieve their goals delivered by an entirely personal service.

We will then prepare and analyse our recommendations and our final proposals are well researched and tailor made to what is suitable for our clients. We can work alongside your Accountants and Solicitors.

Wealth Management is about extracting the maximum amount of worth from the assets you already have, adding to them and protecting them.

Our Financial Planners are highly qualified and have the experience to help you.

  • Pensions and Retirement Planning
  • Savings and Investments
  • Inheritance Tax Planning and Probate
  • Mortgages
  • Equity Release
  • Protection
  • Long-Term Care

Call us on 01633 840000 or get in touch online.