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.


Retirement Planning

We offer advice and guidance on pre- and post-retirement planning, including self-invested personal pensions (SIPPs), income drawdown, annuities and secured or unsecured pensions.

Over the years, the KMG team has successfully helped our clients in this stage of their lives. There is never one solution and therefore it is vital to understand all your options before committing your pension funds in any one or more directions.