Kennedy Black Wealth Management - IFA in London

Quarterly Private Client Newsletter: December 2014

Posted on December 16, 2014

in News, Pensions, Proper financial planning, Property, Tax

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...

Quarterly Private Client Newsletter: June 2014

Posted on June 26, 2014

in News, Pensions, Proper financial planning, Tax

by admin

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter. This edition is 100% pension-focused, now that the dust has settled on some ground-breaking changes in the Budget (apologies in advance if we get a bit excited about pensions). We give a quick no-jargon explanation of how pensions currently work, what the changes are and, now that some time has passed since it was...

Kennedy Black Word Cloud

Posted on April 29, 2014

in Miscellaneous, News

by admin

We thought the following was quite interesting, at least enough to share. It's a word cloud generated automatically from the content of this very website. We hope it provides a good feel for what Kennedy Black Wealth Management is all about. It's actually a good reflection of our core values. ...

Video: Ben interviewed for Citywire’s latest AdviserKnowHow video

Posted on April 23, 2014

in Miscellaneous, News, Video

by admin

We're pleased to report that Ben has been interviewed again by Citywire as part of their AdviserKnowHow series, this time discussing how to gauge client satisfaction. ...

Quarterly Private Client Newsletter: February 2014

Posted on February 26, 2014

in Investments, News, Pensions, Tax

by admin

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter. In this edition we focus on some important pension changes that are coming into force in April. If you have built up pension pots with a total value of £500k or more, we would urge you to get in touch immediately. Some action may be required before 5th April. We are also pleased to update the performance of...

Kennedy Black short-listed for another prestigious industry award

Posted on December 12, 2013

in Awards, News

by admin

We are absolutely delighted to announce that Kennedy Black Wealth Management has been short-listed for a Money Marketing Award - for the second time in three years. This time we've been short-listed in the 'Best Use of Technology by an Adviser' category, specifically for our new INTELLIGENT WEALTH MAP™ financial planning tool and Titanium Portfolio Review tool. We were short-listed with four other firms (one of which...

Quarterly Private Client Newsletter: December 2013

Posted on December 11, 2013

in News, Uncategorised

by admin

Enclosed below is a link to the final edition of the year of our Private Client Newsletter. This includes the very exciting news that we have recently been short-listed for another Money Marketing Award - the second time in three years. This time it is for Best Use of Technology by an Adviser for our leading INTELLIGENT WEALTH MAP™ financial planning tool and Titanium investment reports - both of...

Quarterly Private Client Newsletter: October 2013

Posted on October 9, 2013

in Investments, News, Pensions, Proper financial planning, Tax

by admin

Welcome to the latest edition of our Private Client Newsletter We focus on a couple of important topics in this edition. First, why we have concerns about equity income investing. And secondly, how simple retirement planning can be (very) good for your wealth. Furthermore, we continue our series on Behavioural Investing, focusing on the oft-misunderstood concept of 'Mental Accounting'. October 2013 KBWM Private Client Newsletter (requires Adobe Reader) We hope...

Video: Interview for Morningstar

Posted on September 13, 2013

in Investments, Video

by admin

Ben was recently interviewed by Morningstar to talk about how technology supports the Kennedy Black Wealth Management client service. ...

Don’t rely on that inheritance

Posted on June 27, 2013

in News, Uncategorised

by admin

As I regularly remind my mother- and father-in-law, 1948 was the luckiest year in which to be born. According to Prudential, cradle-to-grave NHS care, gold-plated final salary pensions, an unprecedented housing boom and remarkable technological and medical advances have made those reaching the State Retirement Age (65) in 2013 the luckiest generation yet. On the other hand, their offspring may be left wondering when things will start...

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