CONTACT
If you would like to discuss any aspect of your financial arrangements, please do not hesitate to contact us on the details below:
+44 (0) 20 7125 0224  |  CALL
enquiries@kennedyblack.com

Not Your Typical
Adviser Firm
Kennedy Black is a pioneering, award-winning, independent
financial planning and wealth management firm based in London.

True independence is a rare commodity in finance these days.

 

We are independently owned, so there is no underlying agenda.  We have no products of our own to ‘sell’ you. We have access to the whole market. We shun the latest investment fads and will ignore products that have attractive sales pitches but won’t be good for our clients in the long run.

 

We like to think we are refreshingly different – that our client relationships are all about trusted and valued advice, never about sales. Our job is to ensure the long-term success of our clients. That’s much more valuable to us than a quick sale.

 

We meet the highest standards for financial advice around the world, and them go a step further. The standard we set is: we genuinely want your decision to work with us to be one of the best decisions of your life.

 

We are proud to be different.

“My favourite things in life don’t cost any money. It’s really clear that the most precious resource we all have is time.”

 

Steve Jobs

MEET THE TEAM

Bio Details

Ben founded Kennedy Black Wealth Management in 2009 after a decade of working in the City as an investment banker (in the Debt Capital Markets team).

 

Ben has a law degree (2.1 with Hons) from the University of Birmingham and a post-graduate degree (with distinction) in Mathematical Finance from Birkbeck College, University of London. He is a Chartered Financial Planner, the gold standard for financial advisers in the UK.

 

In his spare time, Ben enjoys keeping active: going to the gym, playing football, playing squash and snowboarding. Sadly, his rugby-playing days are firmly behind him. He lives in Beaconsfield with his wife and two sons.

Bio Details

Alex joined us, in December 2017, after more than thirteen years at Société Générale. Alex is responsible for the smooth running of our office and managing Ben’s diary.

 

Alex has an honours degree in Modern Languages from the University of Bath and is fluent in French and German. Alex is a keen fitness instructor and was runner-up in the Muddy Stilettos Awards for best fitness instructor in Essex.

Bio Details

George is a long-suffering Spurs fan. He joined us in 2022 after beginning his career in accountancy, working for a firm advising a number of famous musical artists. He was attracted to financial planning as a career because of the closer relationships and more meaningful conversations that are had as financial planners.

 

George is currently working his way through the Regulated Diploma in Financial Planning.

AS SEEN IN

  • Testimonials

    "The attention to detail that I've seen Kennedy Black provide to their clients, time and time again, is outstanding. Their comprehensive financial planning service underpins the reasons to help clients make well-informed investment decisions. Their regularly reviewed investment analysis process takes into account the client's lifelong objectives and delivers. Their service is a wonderful precedent to other aspiring planners."

    - Managing Director, Financial planning software provider

  • Testimonials

    "Ben’s assessment of my future financial needs and attitude to investment risk was conducted in a very clear and professional manner and demonstrated his mastery of retirement financial planning. Ben's explanation of Kennedy Black’s investment philosophy, supported by detailed historical financial investment performance data gave me confidence that my future income needs would be met. All verbal discussions have been confirmed in writing and at no time have I had to seek clarification of what was discussed and agreed. The performance of my portfolio invested by Kennedy Black has exceeded the projections based on my assessed risk level, each year for the past 5 years."

    - Retired Executive

  • Testimonials

    "Having dealt with Ben for nearly 10 years I've found him to be professional, courteous, diligent and a great planner. I have recommended him to many clients over the years."

    - Client, London

  • Testimonials

    "Ben provides a top-notch service and it is a pleasure working with him. His advice has always been spot on and I have been very impressed with his flexibility and willingness to make himself available. His advice is thorough and demonstrates that he has listened to and understood your financial goals. I am very pleased with the service I have received and would not hesitate to recommend him."

    - Solicitor, London

  • Testimonials

    “Ben is a thoroughly dedicated professional. Always available to provide financial advice, be it investments or pension, even in complex cross-jurisdictional cases. Very personable, highly recommended.”

    - Managing Director, Investment Bank, London

  • Testimonials

    “Ben provides a great quality professional service coupled with complete integrity. He understands the products and is able to explain them simply. I particularly appreciate the dedication and flexibility Ben has shown in responding to queries outside of hours and in hitting deadlines. I am very happy with the service Ben has provided and will use him for future work.”

    - Head of Capital Management, Multinational Insurance Company, London

OUR CORE VALUES

Integrity

Our clients’ interests come first. Always.

Transparency

We promise to be open, fair and transparent at all times.

 

Before all new business, you will receive an engagement letter setting out the scope of our work and what fees will apply (in pounds and pence).

Excellence

We aim to deliver a first-class service to our clients.

Innovation

We try to use the latest technology to deliver the best possible service to our clients. Yet we are paranoid about data security.

Accountability

We want to build life-long relationships with clients and their families. That means we feel accountable for the advice we deliver, not just now but many decades in the future.

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Kennedy Black Wealth Management Ltd is a Chartered Financial Planning firm and an appointed representative of pi financial ltd which is authorised and regulated by the Financial Conduct Authority. pi financial ltd is registered in England, registered number 3556277, registered office Morfe House, Belle Vue Road, Shrewsbury SY3 7LU. Kennedy Black Wealth Management Ltd is registered in England and Wales, registered number is 07002559, registered office 1 Fore Street Avenue, London EC2Y 9DT. Sitemap | Privacy The company FCA reference number is 509644. This can be verified at the FCA Register