Kennedy Black Wealth Management - IFA in London

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

Posted on October 10, 2019

in Awards, News, Pensions, Proper financial planning

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...

Moneyfacts Testimonials

Posted on September 28, 2017

in Awards, News

by Ben Smaje

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...

Finalist for Moneyfacts ‘Investment Adviser of the Year’ 2017

Posted on June 22, 2017

in Awards, Investments, News, Uncategorized

by Ben Smaje

I am delighted to say that we have once again been short-listed for the prestigious Moneyfacts Investment Adviser of the Year award for 2017. We were last short-listed for the exact same award in 2015. This is a national award and other firms on the short list include firms considerably larger than ours, like Hargreaves Lansdown and Tilneys. Please wish us luck in this David-versus-Goliath encounter....

Our Awards and Achievements

Posted on July 8, 2015

in Awards, Environment, News, Proper financial planning

by admin

We are immensely proud of our achievements at Kennedy Black Wealth Management. Not least: We are proud to have achieved Chartered Financial Planning firm status in 2015; "HIGHLY COMMENDED" (i.e. Runner-Up): Investment Adviser of the Year 2017 at the Moneyfacts Investment Life & Pension Awards, from a shortlist of ten of the most highly respected advisory firms in the UK; In 2019, we wee also delighted to...

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...

Kennedy Black Wealth Management has been short-listed for Small Company IFA of the Year

Posted on January 6, 2012

in Awards, News

by admin

We are very excited to inform you that Kennedy Black Wealth Management has been short-listed for Small Company IFA of the Year at the prestigious Money Marketing Awards for 2012. This is a national award in its 22nd year. We are down to the final six candidates, with the winner being announced in March. Not only that but our network, pi financial (the lovely people who...

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

Moneyfacts Testimonials

Finalist for Moneyfacts ‘Investment Adviser of the Year’ 2017

Our Awards and Achievements

Kennedy Black short-listed for another prestigious industry award

Kennedy Black Wealth Management has been short-listed for Small Company IFA of the Year