KMG has been established for over 50 years. We are proud to be working with fourth generation clients.
We’re different… and we’re successful.
We’re different because we provide our services to some 320 clients, not 3,200. This means we can provide each client with a highly personal and friendly, quality service.
We’re different because we operate from a low cost base near Gatwick, with links to central London in just 45 minutes.
We’re not hampered or constrained by connections to any other financial business, and are truly independent.
We’re different because we have provided full transparency on charges for many years.
We’re different because, by investing heavily in technology, we have been able to keep the team small and nimble, focusing on building individual qualification levels. We are proud to have achieved Corporate Chartered Financial Planner status in 2012, with four of our advisers holding this status as individuals. All of our client team hold qualifications beyond industry requirement.
We’re different because we punch well above our weight running £330 million of client funds. We think globally and hold strong opinions. Our investment team seeks out product providers and fund managers who match our forward view. With our experience, we are never afraid to act ahead of the herd, and our clients are delighted with the resulting performance of their portfolios.
Patrick has over 40 years’ experience in financial services and in recognition has Chartered status. With a wide range of knowledge and experience Patrick loves the macro overview and thrives on investment planning and achieving results for our clients.
He is a Fellow of the Royal Society of Arts (FRSA) which encourages community participation in a better society.
Patrick is a member and supporter of the IoD (Institute of Directors) as a local committee member; a trustee of the VLV (The Voice of the Listener and Viewer), a charity set up to protect Public Service Broadcasting; a supporter of the IEA (Institute of Economic Affairs) which is a Think Tank and charity set up to preserve free liberal market enterprise.
An avid fitness fanatic, Patrick often participates in challenges most of us would never contemplate such as sailing the Atlantic, climbing Kilimanjaro and walking to the South Pole.
Please also see our charity website KMG Foundation for more details at http://kmgfoundation.co.uk
Jenna has worked in the industry for 18 years working firstly at Midland Bank (later HSBC) and then joined the KMG team 13 years ago.
As a Chartered Financial Planner, Jenna advises clients on all areas of financial planning and is qualified to advise on all specialist areas including mortgages, post retirement mortgages (lifetime mortgages), long term care planning and pensions.
Her role at KMG also encompasses Compliance Officer and Jenna is responsible for maintaining oversight of the business and our authorisation with the Financial Conduct Authority.
Jenna has a young family and when she’s not working, all her energies are focused there. This includes supporting her daughter’s school as the PTA treasurer and as a parent governor because she believes in high quality education.
During a career spanning 17 years, the last six with KMG, Nick has spent much of this helping
clients find their way through the changing and often bewildering world of personal finance,
initially through pensions but building on that over the last five years to offer advice on the
wide array of beneficial tax saving possibilities that exist.
He is qualified to provide advice across the spectrum of investment and financial planning,
and is proud to be working as part of the KMG team in bringing an extremely high level
of professionalism and expertise to our clients.
In his spare time, Nick enjoys running, keeping fit and competes in marathons.
Lucy has been working with KMG for ten years, having joined us soon after completing her Law degree. Lucy is a Chartered Financial Planner and also a Trust and Estate Practitioner, registered with STEP (Society of Trust and Estate Practitioners). She also holds specialist certificates in Equity Release and Long Term Care.
Lucy’s qualifications and experience make her well placed to work with clients to achieve their personal financial goals and also engage in inter-generational wealth and succession planning. Lucy enjoys the opportunity that this brings to work with clients and their families over the long term.
Lucy has a young family, and, in her time off, enjoys being outdoors with them.
We are very proud of our team that between them has 150 years of experience in the financial services industry! Each member of the team is at least Diploma qualified therefore not only are they experienced they have technical and extensive knowledge as well.
We are proud to be different in our industry having a very large support team which we believe is integral to providing our super service levels and
ensuring there is always someone available that can help. Never sitting still, this team continue to actively study to improve their knowledge and remain competent in their role. When asked what they enjoy most about the role, it is always about
helping our clients!
KMG has operated its own investment team for more than 40 years researching and recommending funds and strategies to our clients.
The team on a daily basis is run by our Analysts and Researcher, but contributed to by the entire KMG team. Twice a month the team gather to discuss all of the issues in the market and the strategic overview we should adopt and discuss topical events.
Our Investment Committee consisting of our advisers and administrators team meet once a month to agree the formal strategy recommended to our clients and the implementation of this. We are pleased to include in these meetings external professionals who bring a further dimension to the discussions and ensure our strategy is both challenged and robust.
Our business support team assist the company in the day to day operations of running a busy practice. There is never a dull day and they work tirelessly to ensure the smooth running of the business allowing the client team to focus on what they do best – looking after our clients. Our business support team, like the client support team, are qualified individuals and seek to ensure they train in all the latest technology and support packages to deliver robust systems to the business.