Your Initial Consultation
On our first meeting, which is at our expense, we will give a background to how KMI is regulated and authorised . As fully independent advisors, we will explain our choice for clients of a fee based or commission based service.
Then ideally, but your choice, we will conduct an in depth fact find to enable us to fully understand your financial situation, your concerns and desires in your financial future.
From there we will proceed to consider areas that are of most importance to you.
From a long and varied experience with clients we can confirm that rarely do we see two clients with similar circumstances but areas of interest often include the following:
- Protection of existing wealth
- Investment of assets
- Future tax planning vehicles, which might involve the setting up of Trusts and Offshore Companies
- The security of dependants