What We Do - Kennedy Black Wealth Management

What We Do

We help senior City professionals and business executives, successful business owners and high-net-worth individuals manage their wealth and achieve the life they want, on purpose.

You are likely to be successful but busy, trying to get on top of your finances but struggling to devote the required amount of time when work and family life demand so much.

We aim to be a single point of contact for our clients wherever possible, helping you untangle all your financial requirements. Metaphorically speaking, we sit on the same side of the table as you. We sell independent advice, not products. Think of us as a kind of personal CFO – an informed, independent third party ready to point you in the right direction and to stop you from doing things you shouldn’t.

Get in touch to hear how we can help you:

- Invest sensibly
- Achieve financial independence, where work is optional
- Negotiate your way around complicated tax and pension rules
- Manage cross-border and offshore aspects (if required)
- Protect your estate and your loved ones
- Act as your whole-of-market mortgage broker

That means you will get to spend more of your most valuable resource, time, on the things that really matter to you. Why tie yourself up and weigh yourself down with stuff you shouldn’t be?

“There is only one success in life – to be able to spend your life in your own way.”

Christopher Morley, American journalist (1890-1957)

“financial independence” n. 1. a state of personal existence where work is optional and one’s desired lifestyle is affordable and protected, without the fear of running out of money in later life. 2. the freedom of being able to do as one pleases without being shackled to the rat race. [see PEACE OF MIND]

Free, no-obligation, initial consultation meeting at our lovely new office in Moorgate.

Contact

Our aim is to equip you to:

IDENTIFY your aims and ambitions

i.e. WHY do I get up in the mornings?

We will help you draw a picture of what is important to you and what you want your life to look like.

ACHIEVE those ambitions.

i.e. “HOW MUCH money do I need to be able to do that?”

Once we have identified where you’re heading, the next part of the process is to ask: “How much money would I need today to afford the lifestyle I want for the rest of your life without the fear of running out of money?”

i.e. “How much is ENOUGH?”

The best answer we have heard to this question is: ‘Enough so that other people don’t get to dictate what you do.’

MAINTAIN the lifestyle of your choice.

i.e. “WHAT is the most effective way to manage my affairs given my risk profile and other aspects of my personal circumstances?”

We will build you an investment strategy that is in line with your circumstances and your attitude to risk.

Then, we will stand by you through the uncertainty of financial markets.

It is also important to ensure that your family’s hard-earned wealth is protected from the five main threats: death, illness, divorce, bankruptcy and tax. We will ensure that your estate ends up where you want it to, via our in-house Will-and-Trust writing service.

CONTACT

Free, no-obligation, initial consultation meeting at our lovely new office in Moorgate.

Our aim is to equip you to:

IDENTIFY your aims and ambitions

ACHIEVE those ambitions.

MAINTAIN the lifestyle of your choice.