KMG is committed to providing a quality, personalised service. Independent advice is supported by dedicated investment research and efficient administration.
Our philosophy is to match holistic financial advice with robust investment performance. We start with the premise that every client has highly individual requirements. Taking into account economic circumstances and political influences, we look at immediate requirements as well as long term financial goals.
We are authorised to provide advice for both individual and corporate clients in the following areas:
Investment strategies 
We have a dedicated investment team who look at the entire investment universe and conduct detailed research into each fund and product we recommend. Their remit is to also look at the global macro picture and make tactical geographic and asset allocation decisions with the aim of providing positive returns whilst minimising downside risks.
Tax planning
In designing and managing the portfolios, we strive continuously for tax efficiency, taking account both of immediate and prospective taxation. Tax avoidance goes hand in glove with simple and effective trusts, Wills and legal arrangements and we have significant expertise in all these areas.
(Tax planning services are not regulated by the FSA)
Protection
There are many solutions to providing adequate protection for individuals, businesses and tax mitigation. We are able to provide holistic advise in this area to suit your needs.
Home financing arrangements
We can assist with your home financing, whether that may be a simple mortgage or more long term strategic planning including lifetime mortgages.
Retirement planning
Depending on your objectives, we offer advice and guidance on pre and post retirement planning, including self invested personal pensions (SIPPs), Income Drawdown and secured and unsecured pensions.
Estate planning
KMG pride ourselves in providing STEP qualified support in estate planning and administration. This includes tax planning, trusts and Wills, together with Probate.
(Will writing and Probate services are not regulated by the FSA)
Trustee Investments 
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