We are not just ordinary Financial Planners
The Kymin Difference
When it comes to being different, we take pride knowing we are not like many financial planners out there today. Since 1993, we have been looking after our clients goals, dreams and desires.
We have seen the best and the worst the economy, regulation and profession has had to offer and come out the side with unprecedented growth, client success and our humour still intact – just.
So Why Are We So Different?
➤ We developed The Kymin Wealth Programme
This award winning combination of unique Financial Planning and Wealth Management methods has been the key to our clients long term success for the past 30 years and currently responsible for over £165,000,000 in client assets.
➤ We are experts and experienced
Okay, this should go without saying. But, our team of Award Winning Financial Planners has over 165 years of combined experienced, so rest assured, you are in very safe hands.
➤ We are refreshingly open and transparent about our fees
Whether it is with our openness to disclose how much wealth we look after or our transparent charging structure, we understand the importance of trust and transparency. How many can say that?
➤ We offer a fee guarantee
Yes, that’s right. Unlike many others in the profession, we are so confident that we can add value for every single client, we shoulder the risk and offer a fee guarantee to give you peace of mind.
➤ We offer diversity with both female and male financial planners
Their age ranges in the 30’s, 40’s, 50’s and 60’s. Not many firms in the profession can say that. They are an eclectic bunch (you should see our Christmas parties), but, having been voted the Best UK Financial Advisory Firm to work for in 2019, 2020, 2021 and 2023, we must be doing something right.
➤ We are green
As part of The Kymin Wealth Programme, we can offer ethical investment solutions. A policy close to out hearts, we also take pride in our company carbon offsetting procedures, the use of renewable electricity and other green initiatives throughout the business where we can.
➤ We love our clients, community and charities
Our philosophy has always been about putting people first before profit. Long-term relationships with clients and local people are one of the key points to our success.
➤ Commitment
We are completely committed to our clients best interests. If we don’t fee that we are making a meaningful difference to our clients’ lives, then we are not fulfilling our commitment to them.
That’s why a big part of our business is spent supporting and impacting the people around us. Whether it is our heavy involvement in the local community and charitable causes or our client appreciation days. People are always put first.
“The advisors are fully informed about the various funds that they may be recommending to their clients, and are most dutiful in explaining everything in a straightforward and logical way. This careful approach puts the clients at ease straight away, and since they may be mere novices in financial matters, they feel totally confident to enjoy and act on the advice that Kymin gives them.”
John G. Peck, Gloucester
If you would like to find out more about us,
why we are different and most importantly how we can help you, then contact us today.