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Our Client Relationship with You
Linked to business missions, why in business, putting people before profit, responsibility etc
Bridging the Gap Between Dreams and Reality
For the last 27 years, we have been serving our clients with the Independent Financial Planning and Wealth Management Solutions that has made their goals and dreams become a reality.
The Kymin Wealth Programme has been the bridge and Road Map helping them;
01 — Achieve Financial Security and Freedom
both NOW and in their retirement
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02 — Envisage and realise the Retirement Lifestyle
they had always dream of
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03 — Grow and protect their hard-earned money,
wealth and assets
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04 — Create and achieve new opportunities, like
retiring early, travelling the world and leaving a legacy
for their family
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05 — Overcome emotional difficulties surrounding issues like divorce – so they can move forward and prepare
for an exciting future
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06 — Mitigate against unwanted Inheritance and
Capital Gains tax issues, so their wealth is preserved
and not devalued when passed to their loved ones
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We have A Responsibility
Our Businesses Philosophy is based on putting peoples first. They needs, desires and goals before any kind of profit for us.
We have been providing our award winning solutions since 1993 and have seen all the pitfalls, flawed approaches and negative results the economy, regulation and government has had to offer.
That’s why we have a responsibility and sense of duty to our clients - to ensure they have access to most comprehensive, complete service and personnel who genuinely have their best interest at heart.
This is what we do…
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“It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.”
— Quote Source
You can access The Kymin Wealth Program
Platinum Service – For clients with portfolios > £250,000
Elite Services – For clients with portfolios > £50,000
Premier Service – For clients with portfolios < £50,000.
Transactional Services – For clients who require one off advice and/or financial products.
Each level of service is unique, delivers on results and maintains our high standard of excellence and personalised service.
Want to know more about The Kymin Wealth Program?
Don’t worry about sounding professional. Sound like you. There are over 1.5 billion websites out there, but your story is what’s going to separate this one from the rest. If you read the words back and don’t hear your own voice in your head, that’s a good sign you still have more work to do.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Be clear, be confident and don’t overthink it. The beauty of your story is that it’s going to continue to evolve and your site can evolve with it. Your goal should be to make it feel right for right now. Later will take care of itself. It always does.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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Get in touch today and discover how we can make your dreams become a reality…
Contact us below.