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Expanding south Wales financial services business appoints key advisor ahead of new industry rules

wantspacegotspace.co.uk - Expanding south Wales financial services business appoints key advisor ahead of new industry rulesExperienced advisor sets target firmly on growth for leading south Wales firm

A leading south Wales Financial Services Group, Kymin, which is enjoying a record year in terms of business profits, has made a key appointment to its team.

The firm, which indicated earlier in the year it was on the lookout to recruit Financial Planners, has head-hunted experienced professional Paul Morgan to its team.

Paul, aged 37, who lives in Abergavenny, joins the Newport-based firm as financial planner.

Monmouth born Paul has a background in banking, and brings a wealth of experience to this important role at Kymin.

Paul said: “Due to the introduction of the Retail Distribution Review (RDR) in the New Year many banks no longer offer face to face investment advice to their customers. 

“Many customers of these organisations will have investments for which they no longer receive advice, but nonetheless continue to pay high charges.  

“I want to be able to provide a continuous professional service to all clients. As a long established firm of Independent advisers, Kymin offers the perfect platform to do this.  Our clients are treated as individuals but we have the resources available to offer an effective and professional service.”
Paul is a keen clay pigeon shooter with an interest in classic sports cars. His target is to help the growth of Kymin through offering superior service.

He said: “every day is different and I meet some wonderful people along the way. Kymin is a great place to work and we are well positioned to continue providing advice to our clients after the changes RDR will bring.”

“Every client wants to build a relationship with an adviser and to know that they will continue to deal with the same person.

The Retail Distribution Review (RDR) comes into force at the start of 2013. Financial advisers, such as IFAs, will instead agree their fees directly with their clients.

Gerald Davies, Chairman of the Kymin Group, said: “We are looking for advisers who share our principles of putting the client first. This is why we are delighted that Paul has joined the firm.

Posted by The Editor (wantspacegotspace) on 13th November 2012

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