Kennedy Black Wealth Management Ltd

Independent Financial Adviser  Marlborough House, Beaconsfield, HP9 1LZ
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FCA authorised
Last authorised 20th September 2021
Chartered Financial Planners, helping high-net-worth families manage their wealth, live their desired lifestyle and leave a legacy to future generations.
We can advise you on
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Annuity purchase
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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 my next home
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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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Long term care
Meet our advisers
MR Ben Smaje LLB (Hons) PgCert APFS
Managing Director, Chartered Financial Planner
About us

Kennedy Black Wealth Management is the only Chartered Financial Planning firm in the historic old town of Beaconsfield.

The business was set up in 2009 by Ben Smaje, a former investment banker and law graduate. Since then, the company has been short-listed three times for prestigious national awards:

• Investment Adviser of the Year 2015 (Moneyfacts Investment Life and Pensions Awards)

• Best Use of Technology by an Adviser 2014 (Money Marketing Awards)

• Small Company IFA of the Year 2012 (Money Marketing Awards)

Our services

You are likely to be a successful business owner or senior executive/professional facing a series of important decisions, financial or otherwise.

We help wealthy individuals and their families get in control of their finances, manage their investments in a disciplined and cost-effective manner, optimise their tax position and ensure that their wealth can be properly protected for future generations.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Marlborough House, 45 Wycombe End, Beaconsfield, HP9 1LZ

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