We're pleased to report that Ben has been interviewed again by Citywire as part of their AdviserKnowHow series, this time discussing how to gauge client satisfaction. ...
Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter. In this edition we focus on some important pension changes that are coming into force in April. If you have built up pension pots with a total value of £500k or more, we would urge you to get in touch immediately. Some action may be required before 5th April. We are...
We are absolutely delighted to announce that Kennedy Black Wealth Management has been short-listed for a Money Marketing Award - for the second time in three years. This time we've been short-listed in the 'Best Use of Technology by an Adviser' category, specifically for our new INTELLIGENT WEALTH MAP™ financial planning tool and Titanium Portfolio Review tool. We were short-listed with four...