Helping you make the best
investment decisions

We start from the belief that effective financial planning is far more complex than simply arranging individual products.


Discretionary Fund Management

KMG Investment Management Limited was launched in 2014 and is our Discretionary Fund Management service.

Why have Discretionary Fund Management?

By appointing KMG Investment Management to manage your portfolio, you can benefit from a more efficient service, save time and reduce the amount of paperwork you receive.

You will continue to receive the same service levels you have come to expect from us. We will be able to spend less time on administration when we meet you and more time discussing what is important to you – you!

If you are interested to hear more about the service then our team would be delighted to hear from you.