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
 

Quarterly Private Client Newsletter: May 2015

Posted on May 28, 2015
in Inheritance Tax, News, Pensions, Proper financial planning, Property, Tax, Wills and Trusts
by admin

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

Posted on December 16, 2014
in News, Pensions, Proper financial planning, Property, Tax
by admin

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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Quarterly Private Client Newsletter: June 2014

Posted on June 26, 2014
in News, Pensions, Proper financial planning, Tax
by admin

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...

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Quarterly Private Client Newsletter: October 2013

Posted on October 9, 2013
in Investments, News, Pensions, Proper financial planning, Tax
by admin

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: June 2013

Posted on June 27, 2013
in Inheritance Tax, News, Proper financial planning
by admin

I'm pleased to publish the latest edition of our Private Client Newsletter.   With great pleasure, we launch a brand new comprehensive financial planning service in this edition - one that is unique to Kennedy Black Wealth Management: the INTELLIGENT WEALTH MAP™.  This new service will help us deliver deeper, more relevant financial advice to our clients - yet still maintaining the highest level of independence and...

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Kennedy Black Wealth Management Ltd is a Chartered Financial Planning firm and an appointed representative of pi financial ltd which is authorised and regulated by the Financial Conduct Authority. pi financial ltd is registered in England, registered number 3556277, registered office Morfe House, Belle Vue Road, Shrewsbury SY3 7LU. Kennedy Black Wealth Management Ltd is registered in England and Wales, registered number is 07002559, registered office 1 Fore Street Avenue, London EC2Y 9DT. Sitemap | Privacy The company FCA reference number is 509644. This can be verified at the FCA Register