Kennedy Black Wealth Management Ltd

Independent Financial Adviser 1 Fore Street, London, EC2Y 9DT
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Chartered Financial Planners. RUNNERS-UP at the prestigious Moneyfacts "Investment Adviser of the Year" Award 2017.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Ben Smaje PgCert LLB (Hons) APFS
Managing Director, Chartered Financial Planner
Accreditations
Chartered Financial Planner
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.
MD, financial planning software company, UK
"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."
Quotes from various product providers, London
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.
Anon, London
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.
Retired client, South East
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.
Managing Director, Investment Bank, London
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.
Head of Capital Management, Multinational Insurance Company, London
Where to find us

1 Fore Street, London, EC2Y 9DT

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£1,000,000
Compliance

Kennedy Black Wealth Management Ltd is a Chartered Financial Planning firm and an appointed representative of pi financial ltd, which is authorised and regulated by the Financial Conduct Authority.

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