New for 2015, Kennedy Black Wealth Management now has an in-house Wills and Trusts service.

We help wealthy families protect their wealth for current and future generations.  This means protecting estates from the five main threats to generational financial planning:

  • Death
  • Illness
  • Divorce
  • Bankruptcy
  • The taxman

Even if you have a Will, we would urge you to get in touch. A 'Basic' Will (100% to the surviving spouse absolutely and then 100% to the children) will NOT protect your estate from these threats. What if your spouse were to remarry? Your hard-earned wealth could quite easily pass to the new partner and any children he/she may already have. What if your children were to divorce? Or go bankrupt? We can take steps to ensure that your wealth doesn't end up where you don't intend it.

We offer a free Will review service. Please get in touch if you would like a no-obligation opinion on your current arrangements.

Note that not all areas of Estate planning are regulated by the Financial Services Authority.

NEW FOR 2015: In-house Wills & Trusts service

Make sure your hard-earned wealth ends up where you want it to...


NEW FOR 2015: Office in Beaconsfield

We have recently opened an office in historic Beaconsfield Old Town...


Kennedy Black short-listed for a second national IFA award

In 2014, Kennedy Black was shortlisted for a second prestigious award in three years...


100% Client Satisfaction

We are very pleased to publish the results of a Client Satisfaction Survey undertaken recently. 100% were 'extremely' or 'very' satisfied with our service...