Paul Morgan
Kymin Financial Services Limited
0330 038 8942
Based in Newport
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2025
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 12 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
29
Recent Client Reviews
Paul has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 29 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 September 2012
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Paul has not yet added their qualifications to their profile
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Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has not yet added their fees to their profile
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Paul has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 12 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
29
Recent Client Reviews
Paul has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 29 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 September 2012
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Paul has not yet added their qualifications to their profile
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
Paul joined Kymin in 2012 and has been a Financial Planner since 1998. Every year he continually strives to build on this to add to his clients’ experience. Paul is working towards Chartered status and only has a couple of exams left which he hopes to complete over the coming year. Paul took a sidestep from this course recently to acquire the CFA lnvestment Management Certificate (IMC) to gain a deeper understanding of the investment world. Paul has an interest in classic cars, reading and travel. “I have been very lucky over the years and have visited some exciting countries. Sipping fermented Mares milk in a Yurt in Kyrgyzstan with nomadic people is something I won’t forget in a hurry”.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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