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 again, is outstanding.  Their comprehensive financial planning service underpins the reasons to help clients make well-informed investment decisions.  Their regularly reviewed investment analysis process takes into account the client’s lifelong objectives and delivers.  Their service is a wonderful precedent to other aspiring planners.”

 

“I work with Ben Smaje at Kennedy Black and find him to provide a professional, honest and open service to his clients. I would have no hesitation referring or recommending Ben and Kennedy Black to my contacts.”

 

“Ben’s assessment of my future financial needs and attitude to investment risk was conducted in a very clear and professional manner and demonstrated his mastery of retirement financial planning. Ben’s explanation of Kennedy Black’s investment philosophy, supported by detailed historical financial investment performance data gave me confidence that my future income needs would be met. All verbal discussions have been confirmed in writing and at no time have I had to seek clarification of what was discussed and agreed. The performance of my portfolio invested by Kennedy Black has exceeded the projections based on my assessed risk level, each year for the past five years.”

 

“Having dealt with Ben for nearly 10 years I’ve found him to be professional, courteous, diligent and a great planner. I have recommended him to many clients over the years.”

 

“Kennedy Black Wealth Management goes above and beyond to understand the products that they recommend to their clients at an extremely deep level.”

 

“As a product provider we were impressed by their sophisticated approach to selecting managers and the ability of a team of two to understand our industry and ask the right questions – although we are not clients of the firm, we got the impression that their advice is both adaptive and considered.”

 

“Everyone I speak to at Kennedy Black communicates openly and has a clear passion for looking after their clients’ best interest.”

 

“Kennedy Black is an excellent, forward-looking firm who are always looking to improve outcomes for clients through an evidence-based, long-term lens. They show a level of expertise rarely matched by other advisers and a consistent, client-centric approach.”

 

Source: Moneyfacts 2017