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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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The Budget 2018

Breaking with recent tradition on a number of fronts, yesterday afternoon saw Spreadsheet Phil's third Budget as Chancellor. It was as politically motivated as ever, perhaps no surprise as we are now just 3,613 hours away from Brexit. We have been relatively cynical recently about the Treasury's ability to formulate substantial and impactful changes when the Government's resources are so heavily devoted to the UK's departure from...

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Autumn 2017 Budget

Please find enclosed our hot-off-the-press summary of this afternoon's Budget.   As with the Spring Budget before it, and the Autumn Statement before that, this (new) Autumn Budget was another damp squib, in our opinion. HM Treasury still clearly has its mind on more important matters, and there was therefore little in terms of substantive change. On the subject of changes to pension rules, cited in just...

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The Six Rules of Asset Bubbles

As the price of one Bitcoin soared past $7,000 yesterday evening, we thought we should dig out the following article from of the archives (originally posted in December 2013) to maintain some perspective. It is our slightly contrarian approach to asset bubbles:   The Six Rules of Asset Bubbles Asset bubbles are highly topical at the moment with bubbles supposedly developing in London property, contemporary art and US...

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RUNNER UP for Investment Adviser of the Year Award 2017

I am delighted to report that we finished as RUNNER-UP in the Moneyfacts Investment Adviser of the Year Award 2017, receiving a nice trophy for being "Highly Commended."   We were very surprised, given we were up against some very well-respected advisory firms.   This came following a two-stage assessment, comprising a questionnaire about our business and why we thought we deserved to win, followed by feedback from clients,...

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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...

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Finalist for Moneyfacts ‘Investment Adviser of the Year’ 2017

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....

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