The movers and shakers

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Advisers

Our team of advisers are all Chartered Financial Planners with extensive knowledge and experience. Between them, our advisers have over 90 years of experience in the financial services industry.

Patrick Mclntosh

Chartered Financial Planner and Director

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Nick Matthews

Chartered Financial Planner and Director

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Lucy D’Souza

Chartered Financial Planner

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Gemma Barker

Client Executive

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Jenna Duffett

Chartered Financial Planner and Director

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Client Support Team

We are very proud of our client support team that between them has 150 years of experience in the financial services industry! Each member of the team is at least Diploma qualified therefore not only are they experienced, they have technical and extensive knowledge as well. We are proud to be different in our industry having a very large support team which we believe is integral to providing superior service levels and ensuring there is always someone available that can help. Never sitting still, our team continues to actively study to improve their knowledge and remain competent in their role. When asked what they enjoy most about the role, it is always about helping our clients!

Sue

Anne

Steven

Sarah

Julie

Matt

Sam

Katie

Matthew

Investment Team

KMG has operated its own investment team for more than 40 years researching and recommending funds and strategies to our clients. The team on a daily basis is run by our Investment Managers and Analyst, but contributed to by the entire KMG team. Twice a month the team gather to discuss all of the issues in the market and the strategic overview we should adopt and discuss topical events. Our Investment Committee consisting of our advisers and administrators team meet once a month to agree the formal strategy recommended to our clients and the implementation of this. We are pleased to include in these meetings external professionals who bring a further dimension to the discussions and ensure our strategy is both challenged and robust.

Andrew

Lisa

Raj

Business Support Team

Our business support team assist the company in the day to day operations of running a busy practice. There is never a dull day and they work tirelessly to ensure the smooth running of the business allowing the client team to focus on what they do best – looking after our clients. Our business support team, like the client support team, are qualified individuals and seek to ensure they train in all the latest technology and support packages to deliver robust systems to the business.

Nicky

Kate

Lynn

June

Yanna

Christine