Moneyfacts Award
STOP PRESS (June 2015): We are delighted to announce that we have been short-listed for Investment Adviser of the Year at the Moneyfacts Investment Life & Pensions Awards 2015.

The winner will be announced at a gala dinner in London on 15th September.  This is the third time that we have been short-listed for a major national award.  We hope it's a case of third time lucky - so please wish us luck!!


Kennedy Black Wealth Management is a Chartered Financial Planning firm, delivering independent financial planning and wealth management for Private Clients. Based in the heart of the City of London, and now with an office in Beaconsfield, Kennedy Black Wealth Management specialises in helping senior professionals, successful business executives and owners and other high net worth individuals stay on top of their increasingly complicated personal finances - giving them the time to get on with the more important things in life.

The relationship begins with an extensive overview of you, your family, your financial affairs and your lifetime goals and continues with ongoing reviews to assess whether the financial plan that we create for you is still suitable as markets, products, tax rules, personal circumstances and aspirations evolve.

Your own personal Kennedy Black Financial Planning Consultant will help develop a detailed financial plan - using our market-leading, in-depth INTELLIGENT WEALTH MAP planning tool - so that you can relax in the knowledge that your finances are being well looked after, enabling you to spend more time on the things that really matter to you. In particular, our favourite goal is helping clients achieve "financial independence": where work is optional and your desired lifestyle is affordable for the rest of your life without the fear of running out of money.



The three core pillars of Kennedy Black are:

  • Truly independent and impartial Regulated Advice on all aspects of your financial well-being;
  • A focus on developing life-long relationships with our clients;
  • Impeccable service, including the latest use of technology.


We want working with us to rank among the best decisions our clients ever make.



 
 



 


 


 
 
 

 



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