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.