Business Details
33 Years
experience
Award-Winning Financial Advisers in Newport
Established in 1993, we have dedicated three decades to empowering clients through independent financial planning and wealth management. Our award-winning Kymin Wealth Programme, trusted with over 179 million in assets, combines holistic planning with proven strategies to secure financial futures. With 180 years of combined expertise across our advisory team, we prioritise transparency in fees and processes, ensuring clients make informed decisions aligned with their goals. Our client-centric approach, recognised by industry awards and consistent positive feedback, focuses on building long-term relationships through education and clarity.From pension planning to estate protection, we tailor solutions to individual circumstances, supported by a fee guarantee that underscores our confidence in delivering value. Operating from Newport, South Wales, we serve clients nationwide through face-to-face meetings, phone, and digital platforms, adapting to evolving needs with regular plan reviews.
Services
Financial Planning
Wealth Management
Pension Planning
Estate Protection
Cashflow Analysis
Details
- Year established: 1993
Highlights and features
- 30 years of proven success with the Kymin Wealth Programme
- 180+ combined years of advisory team expertise
- Transparent fee structures with upfront cost clarity
- Fee guarantee ensuring value for money commitments
- Personalised approach with regular plan reviews and support
Associations and certifications
- Financial Conduct Authority
What people say
Wise, safe and friendly advisers
Investments grown over five years
Exceeded expectations
Demystified investment process
Professional service for 25 years
Services
Financial Planning
Our comprehensive financial planning service creates tailored roadmaps to achieve your life goals. Through detailed risk profiling and cashflow analysis, we align investment strategies with your personal circumstances. With regular reviews ensuring adaptability to changing legislation and life events, our approach combines technical expertise with ongoing support to optimise your financial security across all stages of life.
Wealth Management
The Kymin Wealth Programme delivers integrated wealth management solutions focused on capital preservation and growth. Utilising diversified investment strategies, we construct portfolios aligned with your risk tolerance while maintaining transparency in performance tracking. Our 30-year track record managing 179 million in assets demonstrates our commitment to delivering sustainable returns through evolving market conditions.
Pension Planning
Specialised pension planning services help maximise retirement income through strategic contributions and tax-efficient withdrawals. We assess existing pension arrangements, recommend optimisation strategies, and provide ongoing management to ensure adequate funds throughout retirement. Our advisers stay current with legislative changes to maintain compliance while protecting clients' long-term interests.
Estate Protection
Estate protection planning safeguards your legacy through strategic will creation and trust structures. We coordinate with legal professionals to implement tax-efficient inheritance solutions while maintaining liquidity for beneficiaries. Regular reviews ensure plans adapt to family circumstances and legislative updates, preserving wealth across generations through proactive estate management.
Cashflow Analysis
Detailed cashflow analysis projects future financial scenarios using sophisticated modelling tools. By mapping income streams against expenditure patterns, we identify potential shortfalls and opportunities for optimisation. This data-driven approach enables informed decision-making about major life events, investment opportunities, and risk management strategies to maintain financial stability.
People
Christopher Taylor
Financial Adviser
With extensive experience in financial planning, Christopher specialises in creating tailored wealth management solutions. His client-focused approach prioritises clear communication and long-term relationship building, ensuring clients understand their investment strategies and feel confident in their financial decisions.
Simon Aston
Senior Adviser
Simon combines technical expertise with practical guidance to help clients navigate complex financial decisions. Recognised for exceptional client service, he focuses on pension planning and retirement strategies, maintaining a commitment to ongoing education in evolving financial regulations.
Kat Potts
Wealth Manager
Kat provides personalised investment advice tailored to individual circumstances. Her thorough approach ensures clients fully understand their options, with a focus on demystifying financial products and empowering clients to make informed decisions about their wealth.
Paul Morgan
Financial Planner
Paul specialises in cashflow planning and risk management strategies. He works closely with clients to develop comprehensive financial plans that adapt to changing life circumstances, maintaining a clear focus on achieving long-term financial security.
Steven Jones
Advisory Director
As a senior team member, Steven oversees strategic planning and client relationship management. With decades of industry experience, he ensures adherence to the highest professional standards while mentoring junior advisers in best practice financial planning techniques.
Questions
What financial planning services do you offer?
We provide comprehensive services including pension planning, estate protection, cashflow analysis, and investment management through our award-winning Kymin Wealth Programme.
How does your financial planning process work?
Our six-stage process begins with a discovery meeting, followed by research, recommendation presentation, implementation, documentation, and ongoing reviews to adapt to changing circumstances.
Are your fees transparent?
Yes, we provide full cost clarity from the outset with transparent charging structures and a fee guarantee ensuring value for money commitments.
What awards have you won?
Recognised as one of the UK's top-rated advice firms in 2025, with individual advisers receiving accolades for exceptional client service and professional excellence.
How can I meet with an adviser?
Choose from in-office meetings, phone consultations, or video calls via Zoom. We accommodate client preferences with flexible appointment options.
How do you ensure investment security?
Through diversified portfolio strategies, regular risk profiling, and ongoing plan reviews that adapt to market changes while maintaining strict compliance with FCA regulations.
Reviews (2)
Paul T.
Dec 13, 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
Oct 26, 2020
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Very helpful, knowledgeable and professional but friendly. Kymin were recommended to me and I would definitely recommend too.
