Not your typical
chartered financial planners
Offering bespoke financial planning services to both individual and corporate clients, ensuring the best solution for your needs.
We are Chartered Financial Planners, offering bespoke financial planning services to both individual and corporate clients.
We offer clients a truly personal and holistic service and are proud that our business has been built predominantly from client referrals.
We have offered fee based, expert independent advice for over half a century. As independent advisers, we are able to ensure the advice you receive is the best solution for your needs.
Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.
An investment in knowledge pays the best interest
Do not save what is left after spending, but spend what is left after saving
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Patrick has 44 years’ experience in financial services with a wide range of knowledge and experience. Patrick loves the macro overview and thrives on investment planning and achieving results for our clients.
Patrick is a Fellow of the Royal Society of Arts and is actively involved with the Institute of Economic Affairs, as well as a board member of the VLV (Voice of the Listener and Viewer).
Patrick regularly supports local charities including the Outwood Cricket Club of which he was recently appointed Vice President. He walked unaided to the South Pole in 2014/15 to raise awareness about health issues and continues to share his experiences on a pro bono basis. His latest expedition where he set off in May 2019 involved cycling to Japan via Europe and Russia, raising awareness of climate change, bacteria, health, diet and living a good life.
During a career spanning 17 years, the last ten 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.
Jenna has worked in the industry for 19 years working firstly at Midland Bank (now HSBC) and then joined the KMG team 16 years ago.
Jenna is qualified to advise on specialist areas including pensions, mortgages, post retirement mortgages (lifetime mortgages), and long term care planning.
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 supports her daughter’s school as a parent governor and active member of the PTA.
Lucy has been working with KMG for 13 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 (The 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.
Gemma is a Chemistry Masters graduate from the University of Manchester and first became part of the KMG family as charity coordinator for the KMG Foundation, managing Patrick’s successful South Pole expedition which raised over £100,000 for charity.
Gemma next turned to a client delivery role in the city, supporting the development of a fast growth FinTech business developing trade execution platforms for corporate clients. Gemma re-joined KMG in 2018 as a Client Executive to help further the growth of the firm and provide new insight into the market.
In her spare time Gemma has enjoyed success at a national level for her local rowing club and enjoys travelling the world, with recent trips seeing her take on the Inca Trail in Peru and cycling across Malawi.