CONTACT
If you would like to discuss any aspect of your financial arrangements, please do not hesitate to contact us on the details below:
+44 (0) 20 7125 0224  |  CALL
enquiries@kennedyblack.com
 

What constitutes GOOD ADVICE?

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 More

Quarterly Private Client Newsletter: December 2014

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...

Read More

Quarterly Private Client Newsletter: June 2014

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...

Read More

Kennedy Black Word Cloud

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.  ...

Read More

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...

Read More

Kennedy Black short-listed for another prestigious industry award

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...

Read More

Quarterly Private Client Newsletter: December 2013

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...

Read More

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...

Read More

Don’t rely on that inheritance

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...

Read More