We offer independent and unbiased financial advice to Private Clients. With offices in the City of London and Beaconsfield, we specialise in servicing senior City professionals, successful business owners, retiring executives and high net worth individuals. The three core pillars of Kennedy Black are: 1. Truly independent and unbiased advice on all aspects of your financial well-being; 2. A focus on building long-term relationships with our clients, and 3. Impeccable service.
Served areas
- Beaconsfield and Gerrards Cross
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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 family from the unexpected?
What are my current mortgage/remortgage options?
Can I make sure my wealth passes 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.
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 family from the unexpected?
What are my current mortgage/remortgage options?
Can I make sure my wealth passes 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.
We are independently owned, so there is no underlying agenda. We have no products of our own to 'sell' you. We shun the latest investment fads and will ignore products that have attractive sales pitches but won't be good for our clients in the long run. We like to think we are refreshingly different - that our client relationships are all about trusted and valued advice, never about sales.
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. In what we believe is a first for a UK-based financial planning firm, Kennedy Black Wealth Management is delighted to announce that it is now carbon neutral and zero single-use plastic.
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