Quarterly Private Client Newsletter: June 2013
I’m pleased to publish the latest edition of our Private Client Newsletter.
With great pleasure, we launch a brand new comprehensive financial planning service in this edition – one that is unique to Kennedy Black Wealth Management: the INTELLIGENT WEALTH MAP™. This new service will help us deliver deeper, more relevant financial advice to our clients – yet still maintaining the highest level of independence and impartiality.
We also point out why you shouldn’t be counting on that inheritance, as well as focus on some important new pension rules that could catch out the unaware: those with Final Salary schemes or those who benefit from generous employer contributions.
June 2013 KBWM Private Client Newsletter (requires Adobe Reader)
We hope it’s of interest. In particular, if you’re keen to devise a personalised financial plan then do please get in touch.