CONTACT
If you would like to discuss any aspect of your financial arrangements, please do not hesitate to contact us on the details below:
+44 (0) 20 7125 0224  |  CALL
enquiries@kennedyblack.com
 

We Are Proud to Comply With The CII’s ‘Pension Transfers Gold Standard’

The Chartered Insurance Institute (CII) has recently introduced a new Pension Transfer Gold Standard, to help ensure the highest-quality advice for clients considering whether to transfer out of a final salary pension scheme.   Given our similar commitment to excellence, Kennedy Black Wealth Management is very proud to be able to comply with this new standard.   Final salary pension transfers have become increasingly popular in recent years, as...

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Kennedy Black Wealth Management is now Carbon Neutral and Zero Plastic

In what we believe is a first for a UK-based financial planning firm, Kennedy Black Wealth Management is delighted to announce that it is now carbon neutral and zero single-use plastic.   We recently introduced several measures to eliminate single-use plastics in our office. Out went plastic cups, single-use cutlery and plastic milk bottles; in came reusable water bottles, proper glasses, steel cutlery and milk in glass...

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Discretionary Fund Manager (DFM) performance – the emperor or the elephant?

We monitor financial markets on an ongoing basis, and one of the tasks we undertake regularly is to compare the performance of our client's portfolios against a variety of benchmarks.   We have been doing this for more than eight years, and over that time, one theme has emerged with surprising consistency - the woeful performance of discretionary fund managers (DFMs).   DFMs are companies that manage client portfolios...

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I’m paying HOW MUCH for my investments?

Much like peeling an onion, financial services can make one's eyes water. Particularly when it comes to costs, which have traditionally been buried under layer upon layer.   Thankfully, the onion that is financial services in the UK has already had a number of layers peeled off over the years. Initially, through commission disclosure ('this is how much we make from you'); then the transition from commission...

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