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RUNNER UP for Investment Adviser of the Year Award 2017

I am delighted to report that we finished as RUNNER-UP in the Moneyfacts Investment Adviser of the Year Award 2017, receiving a nice trophy for being "Highly Commended."   We were very surprised, given we were up against some very well-respected advisory firms.   This came following a two-stage assessment, comprising a questionnaire about our business and why we thought we deserved to win, followed by feedback from clients,...

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Moneyfacts Testimonials

One of the most pleasing elements of receiving a "Highly Commended" award at the Moneyfacts Investment Adviser of the Year Awards were the lovely testimonials left by clients and other stakeholders as part of the assessment process. Below we highlight a few. We are grateful and flattered in equal measure.   “The attention to detail that I've seen Kennedy Black provide to their clients, time and time...

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