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
 

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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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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Quarterly Private Client Newsletter: February 2016

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter.   First off, we are delighted to be able to say that Kennedy Black Wealth Management recently won not one but two prestigious awards: Boutique Wealth Management Firm of the Year and Financial Planning Product of the Year (for our INTELLIGENT WEALTH MAP planning tool).   As well as that announcement, we also cover a few interesting...

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Beware relying on ‘Death-in-Service’ life assurance

A relatively sobering conversation recently highlighted the risk of relying on employer-based life assurance (often referred to as “Death-in-Service”).   Most employers offer life cover as a benefit for employees: often a multiple of salary (3 or 4 times being most common). There are a number of benefits of doing it this way, for employees, employers and insurers.   While some cover is better than none, it is worth...

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Quarterly Private Client Newsletter: November 2015

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter.   We summarise yesterday's Autumn Statement, we talk about Enterprise Investment Schemes (EIS) and when they seem to make most sense.  Plus we look at a couple of insurance-based topics, including why you need to be careful about relying on employer-based protection cover.    November 2015 KBWM Private Client Newsletter   Don't hesitate to get in touch if you...

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Our Awards and Achievements

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...

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Quarterly Private Client Newsletter: May 2015

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...

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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...

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