KMG Financial Ltd

Welcome to KMG Independent Ltd, a company with a rich history of 75 years in the financial services industry. We take great pride in offering a truly personal and holistic service to all our clients. Our team of dedicated professionals is committed to providing you with the highest level of expertise and professionalism.

Our Team

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. Our advisers are passionate about providing tailored financial planning services to both personal and corporate clients.

*Patrick McIntosh* is a Chartered Financial Planner and Director with 47 years of experience in financial services. Patrick has a wide range of knowledge and experience and specialises in investment planning.

*Sue Harding* is a Chartered Financial Planner and Director with 33 years of experience in the financial service industry. Sue is a Trust and Estate Practitioner and specialises in all aspects of estate planning, advising on Trusts and Wills as well as general financial advice.

*Nick Matthews* is a Chartered Financial Planner and Director with 20 years of experience in the financial services industry, the last 13 of which have been with KMG. Nick specialises in helping clients navigate the world of personal finance and offers advice on the wide array of beneficial tax saving possibilities.

*Jenna Duffett* is a Chartered Financial Planner and Director with 25 years of experience in the financial services industry. Jenna is qualified to advise on specialist areas including pensions, mortgages, post-retirement mortgages (lifetime mortgages), and long-term care planning.

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, and we believe that having a large support team is integral to providing superior service levels and ensuring there is always someone available to help.

Investment Team

KMG has operated its own investment team for more than 40 years researching and recommending funds and strategies to our clients. Our Investment Team 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.

At KMG, we are committed to providing you with the highest level of expertise and professionalism. We understand that every client is unique, and we strive to offer bespoke financial planning services tailored to your individual needs and goals. We are proud of our long history of success and look forward to continuing to serve our clients for many years to come.