What our clients say
The attention to detail that I've seen Kennedy Black provide to their clients, time and time again, is outstanding. Their comprehensive financial planning service underpins the reasons to help clients make well-informed investment decisions. Their regularly reviewed investment analysis process takes into account the client's lifelong objectives and delivers. Their service is a wonderful precedent to other aspiring planners.
"Kennedy Black is an excellent forward-looking firm, always looking to improve outcomes for clients through an evidence-based long-term lens. They show a level of expertise rarely matched by other advisers and a consistent client-centric approach."/
"Everyone I speak to at Kennedy Black communicates openly and has a clear passion for looking after their clients best interests."/
"Kennedy Black Wealth Management goes above and beyond to understand the products that they recommend to their clients at an extremely deep level."
Having dealt with Ben for nearly ten years I've found him to be professional, courteous, diligent and a great planner. I have recommended him to many clients over the years.
Ben's assessment of my future financial needs and attitude to investment risk was conducted in a very clear and professional manner and demonstrated his mastery of retirement financial planning.
Ben's explanation of Kennedy Black's investment philosophy, supported by detailed historical financial investment performance data gave me confidence that my future income needs would be met. All verbal discussions have been confirmed in writing and at no time have I had to seek clarification of what was discussed and agreed.
The performance of my portfolio invested by Kennedy Black, has exceeded the projections based on my assessed risk level, each year for the past 5 years.
Ben is a thouroughly dedicated professional. Always available to provide financial advice, be it investments or pension, even in complex cross-jurisdictional cases. Very personable, highly recommended.
Ben provides a great quality professional service coupled with complete integrity. He understands the products and is able to explain them simply. I particularly appreciate the dedication and flexibility Ben has shown in responding to queries outside of hours and in hitting deadlines. I am very happy with the service Ben has provided and will use him for future work.
Kennedy Black Wealth Management was set up in 2009 by Ben Smaje, a former investment banker and law graduate. In 2015, we achieved Chartered Financial Planner status.
The company has been short-listed for several prestigious national adviser awards, recently being HIGHLY COMMENDED (i.e. Runner-Up) as Investment Adviser of the Year 2017 by Moneyfacts.
In 2016, we won best Boutique Wealth Management Firm in the UK from Wealth & Finance magazine, and were awarded the prize for Financial Planning Product of the Year for our market-leading INTELLIGENT WEALTH MAP service.
We have also been shortlisted for Money Marketing Small Company IFA of the Year 2012, Money Marketing Best Use of Technology by an Adviser 2014 and Moneyfacts Investment Adviser of the Year 2015.
Come and meet us for a coffee at our stylish WeWork office in Moorgate in the City of London.
You are likely to be a successful City professional, company executive or business owner, 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 help busy board-level executives, senior bankers, management consultant partners, solicitor partners and business owners (including successful tech entrepreneurs) get in control of their finances, optimise their tax position and build a path towards 'financial independence' where work is optional but their desired lifestyle is affordable without the fear of running out of money in later life.