Kennedy Black Wealth Management's primary purpose is to help busy professionals, executives, business owners and high net worth individuals identify, achieve and maintain the lifestyle of their choosing. This means having to look at much more than just your pension or ISA.
Our service is based with the following elements in mind, all of which focus first and foremost on YOU and your family. Your money and wealth come second – since they are only a means to an end.
1. Identify your aims and ambitions.
“WHY do I get up in the morning?”
We help our clients draw a picture of what is important to them and what they want their life to look like.
2. Achieve those ambitions.
“HOW MUCH money do I need to be able to do that?”
Once we have identified where you're heading, the next part of the process is to ask: “How much money would you need TODAY to afford the lifestyle you want for the rest of your life without the fear of running out of money?”
How much is enough? The best answer we have heard to this question is: ‘Enough so that other people don’t get to dictate what you do.’
3. Maintain the lifestyle of your choice.
“WHAT is the most effective way to manage my affairs given my risk profile and other aspects of my personal circumstances?”
We will build you an investment strategy that is in line with your attitude towards risk.
It is also important to ensure that your family’s hard-earned wealth is protected from the five main threats: death, illness, divorce, bankruptcy and tax. We will ensure that your estate ends up where you want it to, via our in-house Will-and-Trust writing service.
Kennedy Black Wealth Management offers independent, unbiased, whole of market advice on all aspects of your finances.
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.
Our client relationships are all about trusted and valued advice, never about sales. Our primary focus is to ensure the long-term success of our clients. That's much more valuable to us than a quick sale.
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.