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What constitutes GOOD ADVICE?

Posted on December 16, 2014
in News, Uncategorised
by admin

Two interesting meetings recently have touched on similar points, and I felt that the answer was important enough to warrant a more detailed explanation on our website.   These conversations boiled down to the same two questions: What is advice? And is it worth paying for?   Both conversations were with new clients where the starting point was an investment portfolio. And in both cases the conversation moved onto...

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Quarterly Private Client Newsletter: December 2014

Posted on December 16, 2014
in News, Pensions, Proper financial planning, Property, Tax
by admin

Welcome to the twentieth edition of the Kennedy Black Quarterly Private Client Newsletter.   In this edition, we focus on why proper financial planning is important and worth paying for.   This month has also seen George Osborne's Autumn Statement, which we summarise briefly.   Finally, we include the tenth and final 'irrational behaviour' in our series, wrapping things up with perhaps the most duplicitous of all: Hindsight Bias.    December 2014 KBWM...

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Kennedy Black Wealth Management Ltd is a Chartered Financial Planning firm and an appointed representative of pi financial ltd which is authorised and regulated by the Financial Conduct Authority. pi financial ltd is registered in England, registered number 3556277, registered office Morfe House, Belle Vue Road, Shrewsbury SY3 7LU. Kennedy Black Wealth Management Ltd is registered in England and Wales, registered number is 07002559, registered office 1 Fore Street Avenue, London EC2Y 9DT. Sitemap | Privacy The company FCA reference number is 509644. This can be verified at the FCA Register