We understand this – and that’s what led us to develop The Kymin Wealth Programme, which has gone on to win awards
This is our unique combination of independent holistic financial planning and successful wealth management services that provides the most transparent and comprehensive solution for your financial planning needs including:
Wealth Programme offers:
Investment and wealth planning – That both increases the long-term value of your investments and protects the existing wealth you have now. Without this planning, the results could lead to you working longer into retirement or not be not be able to enjoy the lifestyle you currently have.
Pension and retirement planning - That provides you with the money, assets, financial freedom and security to live your best life. Failure to plan a road map now, could lead to you working longer into your retirement and not be able to enjoy the retirement and lifestyle you have always dreamed of.
and delivers:
Inheritance and Estate planning - That protects your hard-earned wealth and assets from unwanted and stealthy tax liabilities. By utilising tax incentives, reliefs and plans now, you can have peace of mind knowing you will leave your family and loved ones as much money, protection and wealth as possible.
Cashflow planning - that ensures you never run out of money during your financial journey. Failure to undertake correct cashflow planning now is a vital mistake that could result in lost wealth that could make the financial future you dreamed of much harder to achieve.
