Expertise in Financial Planning
Expertise normally comes from two areas, qualifications and experience. Regarding the qualification, as you would expect as a principal also of our UK company Checkmate Financial Services Ltd, we have the necessary FPC credits required under the UK Financial Services legislation 2000.
However that is really much less than half the story, probably 10% if the truth were told.
Forming our company in 1992 we have been advising clients through our offshore brokerage that today boasts of clients in so many locations worldwid. From Jakarta to Moscow, Dubai to Prague, our clients come from all manner of companies including some of the worlds largest household names, HSBC, BP, Baker Hughes, Deloitte Touche, KPMG etc...
In meeting and helping the executives of these companies, we have been able to build a huge bank of experience. Many have just required simple solutions, a school fee plan for example, or a simple retirement programme, however others have been much more complex. Divorce settlements, the increasing problems of inheritance tax, bankruptcies, the loss of an expected pension (e.g. The Enron / Andersons demise) and of course, more pleasantly, receipt of a large windfall.
All these circumstances need immediate and serious consideration. However, the only way to achieve a client's confidence is from good ongoing advice and help. We believe it's only in this way that clients' trust is deserved and received. At KMI, this is at the heart of our operating philosophy.