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.
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.
1 Fore Street, London, EC2Y 9DT
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