Kennedy Black Wealth Management Ltd

Independent Financial Adviser  1 Fore Street, London, City and county of the city of london, EC2Y 9DT
First meeting at adviser's own cost
Chartered Financial Planners. RUNNERS-UP at the prestigious Moneyfacts "Investment Adviser of the Year" Award 2017.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Ben Smaje PgCert LLB (Hons) APFS
Managing Director, Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Accreditations
Chartered Financial Planner
What our clients say
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
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'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
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
"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
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
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.

Where to find us

1 Fore Street, London, EC2Y 9DT

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£1,000,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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