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.
Sue has worked in the financial service industry for 30 years and at KMG for the last 8 years. Sue is a Trust and Estate Practitioner and a full member of STEP and specialises in all aspects of estate planning, advising on Trusts and Wills as well as general financial advice. Sue enjoys working holistically with clients and helping them with their long term financial goals.
In her spare time she loves walking and keeping fit.
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 22 years working firstly at Midland Bank (now HSBC) and then joined the KMG team 19 years ago.
Jenna is qualified to advise on specialist areas including pensions, mortgages, post retirement mortgages (lifetime mortgages), and long term care planning.
Jenna is passionate about education and serves as Chair of Governors for her local primary school.