The movers and shakers
DownAdvisers
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.
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
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 starting in 2019 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.
Gemma Barker
Jenna Duffett
Jenna has worked in the industry for 18 years working firstly at Midland Bank (now HSBC) and then joined the KMG team 13 years ago.
As a Chartered Financial Planner, Jenna advises clients on all areas of financial planning and is qualified to advise on all specialist areas including mortgages, post retirement mortgages (lifetime mortgages), long term care planning and pensions.
Her role at KMG also encompasses Compliance Officer and Jenna is responsible for maintaining oversight of the business and our authorisation with the Financial Conduct Authority.
Jenna has a young family and when she’s not working, all her energies are focused there. This includes supporting her daughter’s school as the PTA treasurer and as a parent governor because she believes in high quality education.