Archive for February, 2010

Best client question so far

Monday, February 15th, 2010

I had a client meeting last week where the client asked me a question that was so simple yet so fundamentally important:  ”So what exactly would you do for me as a client?”

It really strikes to the heart of financial advice, and yet it can actually be a tricky question to answer tangibly.  In fact, I’ve been mulling it over in my mind ever since, and believe the answer to be so important that it deserves inclusion on my website.  Hence, I have amended the ‘What We Do’ page to give a bit more insight about what you could expect from Kennedy Black and hopefully what the benefits would be of involving a financial adviser in your financial planning affairs.

As you’ll see, I break it down into three elements: Client Understanding, Wealth Preservation and Wealth Enhancement.  The first is easily executed at the outset – a thorough MOT of your financial situation, culminating in a Personal Finance Review (a snapshot of your existing situation) and a Personal Finance Strategy (a step-by-step analysis of your needs and goals).  But Wealth Preservation and Wealth Enhancement are ongoing elements, and require regular reviews to ensure that everything remains on track.  Here, Kennedy Black’s core focus on independent unbiased advice, long-term relationships and impeccable service will ensure that your plans and goals remain appropriately catered for.

With these three elements and trust in our expertise, our clients can genuinely relax in the knowledge that their finances are being well looked after, freeing up time and energy to be devoted to the things that really matter.


Kennedy Black launches Quarterly Private Client Newsletter

Tuesday, February 2nd, 2010

As part of our ongoing commitment to our clients, Kennedy Black has launched a Quarterly Private Client Newsletter which will cover a whole range of topical personal finance stories.  This month, we start by focusing on the numerous and important changes that will occur at the end of this tax year, and the actions that need to be taken.  We also start a series of ‘Investment Tips’ which will hopefully help you avoid making some classic investment mistakes.

Click here to access the February 2010 edition in pdf format (requires Adobe reader).

To receive this newsletter by email every quarter, please sign up using the box on the right.