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.

We aim to do as much as we can for our clients, so that they can spend their most valuable resource, time, on the things that really matter.

We deliver a full-service offering on all things financial, answering questions such as:

Am I investing sensibly?
What sort of retirement can I expect?
Am I aware of how recent pension and tax changes affect me?
How do I properly protect my loved ones from the unexpected?
What are my current mortgage/remortgage options?
Can I make sure my wealth passes on to the people I want on death?

And perhaps, most importantly, we offer a single point of contact on all the above, giving you peace of mind that everything is being taken care of, and the big picture overview whenever you need it.

“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.