Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter. In this edition we are delighted to be able to announce the launch of our brand new in-house will-writing service. After endless meetings with clients trying to drill home the importance of having a Will, we have decided to take matters into our own hands. And we wouldn’t want to starve your thirst for pension...
Read MoreThe election took most people by surprise, not least Baroness Ros Altmann who was swiftly invited to the post of Pensions Minister. Baroness Altmann is a well-known figure in the pension community and the industry broadly applauded the appointment. It is good to see someone with direct pensions experience given responsibility for our ever- more-complex pensions system. It is also encouraging to note that Baroness Altmann agrees with our...
Read MoreView 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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Two interesting meetings recently have touched on similar points, and I felt that the answer was important enough to warrant a more detailed explanation on our website. These conversations boiled down to the same two questions: What is advice? And is it worth paying for? Both conversations were with new clients where the starting point was an investment portfolio. And in both cases the conversation moved onto...
Read MoreWelcome 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...
Read MoreWelcome 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...
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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. ...
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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. ...
Read MoreWelcome 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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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...
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