Kennedy Black offers a first-class financial planning and wealth management service, providing seamless advice across all aspects of your financial circumstances.  Our advice is provided on an entirely personal and bespoke basis we appreciate that all of our clients are unique and hence we never provide generic solutions.
 
Kennedy Black firmly believes that good, impartial financial advice can be invaluable.  From a practical standpoint, however, we focus on three elements:
  • Comprehensive financial planning:  Taking the time to get to know you, your existing financial situation and your lifetime aspirations, and, with our market-leading INTELLIGENT WEALTH MAP tool, helping you make some of life's most important decisions and helping react in a sensible and timely fashion when circumstances change over time.
  • Wealth preservation:  Preparing for the unexpected, whether that be through taking precautionary measures such as life assurance or adding diversification to a portfolio, optimising tax efficiency or protecting your estate so that it can be passed on to your descendants.
  • Wealth enhancement:  Ensuring you always get the best deal, that your investments/pensions are working as hard as possible to ensure a prosperous future and helping guide you through the ups and downs of market cycles without any undue anxiety.
With these three steps, you can have peace of mind that your goals are being planned for financially and that your situation is being reviewed regularly by your personal consultant.  Our aim is to free up the time and worry that you need to spend on your finances, so that you can enjoy the more important things in life.

 

 Please get in touch for a free, no-obligation initial consultation meeting.

 

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