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If you would like to discuss any aspect of your financial arrangements, please do not hesitate to contact us on the details below:
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Summary of 2015 Budget

View image | gettyimages.com This was touted as the 'most political' Budget in years, and it didn't disappoint on that front. Stronger growth and falling unemployment proved too good an opportunity for the Chancellor to miss.   In fact, what that meant for the poor viewers was more than 30 minutes of economic 'preamble' as an introduction to one of the longest Budgets that I can remember (at more than...

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KBWM Model Portfolios – investment performance report (to 31st December 2014)

RECENTLY UPDATED: to 31/12/2014   Please see below the updated performance figures for three of our risk-rated model portfolios. These model portfolios typically form the cornerstone of our clients' investment portfolios.   We will continue to update this information on a half-yearly basis.   We compare performance against what we consider to be the leading industry benchmarks with comparable risk profiles.   If you would like to find out how your own investments have...

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Quarterly Private Client Newsletter: February 2014

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...

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Quarterly Private Client Newsletter: October 2013

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...

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Quarterly Private Client Newsletter: November 2012

I'm pleased to publish the latest edition of our Private Client Newsletter, including a first look at the results of our client survey which was carried out last month. The full breakdown of responses should feature on our blog soon, including some testimonials, but we have included a quick preview in this newsletter.   November 2012 KBWM Private Client Newsletter (requires Adobe Reader)   As well as the client satisfaction...

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Quarterly Private Client Newsletter: February 2012

Please see below a link to February 2012's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we are pleased to recap on some prestigious recognition that we've received over the past three months. We are also pleased to report that we are expanding and would like to welcome Cathi Harrison to the team. Cathi is a highly qualified paraplanner and will work...

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Quarterly Private Client Newsletter: November 2011

Please see below a link to November 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we are very proud to announce that Kennedy Black is completely RDR-ready. If you're not aware of what RDR is and why you should care, then we give you a brief explanation. We also touch on some recent developments in the world of personal finance, including...

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Quarterly Private Client Newsletter: August 2011

Please see below a link to August 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we continue a theme from the last issue, focusing on our investment beliefs.  This time, it's the Efficient Markets Hypothesis - which has come in for some criticism recently, somewhat unfairly in our view.  We also include a list of ten top tips for tax optimisation...

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