In the last few years, KMG has seen an increase in recent years in the number of advisers leaving the industry. The downside to a client is that where the adviser has worked on their own for many years and not part of a company such as KMG, the client is then left without an adviser.
One such client was faced with this situation of having an investment portfolio and suddenly no one to help and direct them. We were able to take on the existing portfolio as it was and work with the existing structure and refresh the investment strategy within at low cost for the client.
Building a relationship with this client has been a delight and we look forward to working with them for many years to come.