Kennedy Black Wealth Management - IFA in London

13 Aug

KBWM Model Portfolios – investment performance report (to 30th June 2015)

RECENTLY UPDATED: to 30/06/2015 Please see below the updated performance figures for three of our risk-rated model portfolios. These model portfolios typically form the cornerstone of our client's investment portfolios. We will continue to update this information on a half-yearly basis. We compare performance against what we consider to be the leading industry benchmarks with comparable risk profiles. If you would like to find out...

08 Jul

Our Awards and Achievements

in Awards, Environment, News, Proper financial planning

0 Comments

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,...

08 Jul

Summer Budget 2015

in Investments, News, Pensions, Property, Tax, The Budget/Autumn Statement, Wills and Trusts

0 Comments

As the first Budget from a majority Conservative government since 1996, this was always likely to be an interesting exercise. Buy-to-Let properties: For a lot of our clients, the biggest bombshell relates to the tax relief on Buy-to-Let mortgage interest payments. This will be restricted to basic-rate income tax, phased in over a period of four years starting in April 2017....

CONTACT

KBWM Model Portfolios – investment performance report (to 30th June 2015)

Our Awards and Achievements

Summer Budget 2015