Helping you make the best
investment decisions

Patrick Mclntosh

Patrick has 43 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 member of the IoD, 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 next big trip will be to cycle around the world to raise awareness to climate change, bacteria, health, diet and living a good life.

Nick Matthews

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 D’Souza

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.

Jenna Duffett