Business Details
33 Years
experience
Award-Winning Financial Planning & Wealth Management in Newport
Established in 1993, Kymin Financial Services has built a reputation as an independent financial planning and wealth management firm dedicated to delivering tailored solutions. Our team combines over 180 years of collective experience to provide holistic advice on pensions, investments, inheritance tax planning, and retirement strategies. As an award-winning firm regulated by the Financial Conduct Authority, we prioritise transparency, integrity, and long-term client relationships. Our Kymin Wealth Programme, with 166.9 million under administration, reflects our commitment to personalised service and proven methodologies.Clients across the UK, including those in Newport, Mid Wales, and Gloucester, trust our expert advisers to navigate complex financial decisions. Our transparent charging structure and fee guarantee underscore our client-first ethos, while regular reviews ensure adaptability to life's changes. Recognised for excellence in 2025, we continue to empower clients toward financial security and freedom.
Services
Financial Planning
Wealth Management
Pension Planning
Investment Planning
Inheritance Tax Planning
Retirement Planning
Cashflow Planning
Estate Protection
Risk Profiling
Client Portfolio Management
Details
- Year established: 1993
Highlights and features
- We offer 30 years of expertise in independent financial planning.
- Our team has 180+ years of combined advisory experience.
- Transparent fee structures with no hidden charges.
- Personalised service tailored to individual client needs.
- Award-winning Kymin Wealth Programme with proven results.
Associations and certifications
- Financial Conduct Authority
What people say
Award-winning expertise
Transparent fee structures
Personalised service
Investment growth success
Trusted long-term relationships
Services
Financial Planning
We create bespoke financial plans aligned with your life goals, covering pensions, investments, and retirement strategies. Our holistic approach ensures every aspect of your financial life is addressed. Clients benefit from ongoing reviews to adapt to changing circumstances.
Investment Planning
Our investment planning focuses on growing wealth through diversified strategies tailored to your risk profile. We prioritise transparency and regular reporting to ensure clarity. Clients gain access to expert market insights and customised portfolio solutions.
Inheritance Tax Planning
We help clients mitigate inheritance tax liabilities while preserving wealth for future generations. Strategies include trusts, gifting, and tax-efficient investments. Our advice ensures compliance with evolving legislation and client-specific needs.
Pension Planning
From workplace pensions to self-invested personal pensions (SIPPs), we optimise retirement savings strategies. Our advice covers contribution planning, tax efficiency, and income drawdown options. Clients receive clear guidance to achieve retirement goals.
Cashflow Planning
We analyse income, expenses, and long-term goals to create sustainable cashflow strategies. This service ensures financial stability during retirement and major life transitions. Regular updates reflect changing personal or economic conditions.
People
Christopher Taylor
Financial Adviser
With decades of experience, Christopher specialises in holistic financial planning, focusing on client-centric solutions. His expertise in pensions and investments ensures tailored advice for long-term security.
Simon Aston
Financial Adviser
Simon combines technical knowledge with clear communication, helping clients navigate complex financial decisions. His approach prioritises transparency and building lasting client relationships.
Kat Potts
Financial Adviser
Kat is renowned for her empathetic approach, tailoring investment strategies to individual needs. Clients praise her ability to simplify financial concepts and deliver exceptional service.
Robin
Financial Planner
Robin provides expert guidance on investment growth and retirement planning. His proactive communication and detailed reporting ensure clients feel informed and supported.
Paul Morgan
Financial Adviser
Pauls focus on risk profiling and wealth protection helps clients achieve financial stability. His methodical approach ensures comprehensive, future-proof planning solutions.
Questions
What services does Kymin offer?
We provide financial planning, wealth management, pension advice, investment strategies, and inheritance tax planning tailored to your goals.
How does the Kymin Wealth Programme work?
Our six-stage process includes discovery meetings, research, bespoke planning, implementation, and ongoing reviews to adapt to your changing needs.
Are fees transparent?
Yes, we disclose all charges upfront with no hidden fees, backed by our fee guarantee for client confidence.
How can I start working with Kymin?
Book a free, no-obligation discovery meeting via phone or email to discuss your financial goals and requirements.
What areas do you serve?
While based in Newport, we advise clients across the UK, including Mid Wales, Gloucester, and beyond.
How are investments monitored?
Clients access an online portal for real-time investment tracking, with regular reviews ensuring alignment with long-term objectives.
Reviews (2)
Paul T.
Dec 16, 2021
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Genuinely cannot fault the service from Chris and the whole team that did so much for us last year. Everything they did albeit remotely was superb customer service! We as a family are signed up and all our financial business is taken care of for our future.
Miranda Curwood
Feb 04, 2021
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Very helpful, knowledgeable and professional but friendly. Kymin were recommended to me and I would definitely recommend too.
