Offering bespoke financial planning services to both individual and corporate clients, ensuring the best solution for your needs. We are Chartered Financial Planners, offering bespoke financial planning services to both individual and corporate clients. We offer clients a truly personal and holistic service and are proud that our business has been built predominantly from client referrals.

We have offered fee based, expert independent advice for over half a century. As independent advisers, we are able to ensure the advice you receive is the best solution for your needs.

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Our Team Report

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. We are very proud of our client support team that between them has 150 years of experience in the financial services industry!

About Report

We're different because we punch well above our weight running 450 million of client funds. We think globally and hold strong opinions. Our investment team seeks out product providers and fund managers who match our forward view. With our experience, we are never afraid to act ahead of the herd, and our clients are delighted with the resulting performance of their portfolios.

Planning Report

Our philosophy is to match holistic financial advice with robust investment performance. We start from the belief that effective financial planning is far more complex than simply arranging individual products. Every client has highly individual requirements. We deal with all aspects of financial planning from initial investments for children through to high net worth wealth preservation.

Corporate Planning Report

Businesses need financial advice and whether this is investing excess funds for the short or long term, assisting the directors in planning their own wealth hand in hand with the company, or arranging protection, KMG has vast experience in this field. KMG are able to offer a full range of financial solutions for you and your business including investing excess cash, protecting the business and financial advice for staff or business owners.

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