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Kennedy Black Wealth Management Kennedy Black Wealth Management
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Business Details
17 Years
experience
Your Trusted Partner for Independent Financial Planning Solutions
Kennedy Black Wealth Management is an award-winning Chartered Financial Planning firm established in 2009. We operate with complete independence, prioritising client interests over product sales through access to the whole market. Our team of Chartered professionals combines technical expertise with a commitment to long-term client relationships, avoiding short-term investment fads. We adhere to global financial advice standards while maintaining a client-centric approach that earned us recognition as finalists in industry awards.

Our technology-driven service model balances innovation with rigorous data security protocols. With offices in the City of London, we serve senior professionals, business owners and high-net-worth individuals seeking comprehensive wealth management solutions. Our accountability extends beyond immediate transactions, focusing on multi-generational financial planning outcomes.
Services
Financial Planning Wealth Management Pension Advice Tax Planning Estate Protection Investment Management Mortgage Brokering Will & Trust Writing Cross-Border Planning Retirement Planning
Served areas
  • Beaconsfield and Gerrards Cross
Details
  • Year established: 2009
Highlights and features
  • We operate with complete independence, prioritising client interests over product sales
  • Access to the whole market enables truly impartial investment recommendations
  • Chartered Financial Planner status demonstrates our technical expertise and professional commitment
  • Client relationships focus on long-term financial independence rather than transactional interactions
  • Award-winning approach validated through industry recognition and client testimonials
Associations and certifications
  • Chartered Institute for Securities & Investment (CISI)
  • Financial Conduct Authority (FCA)
What people say
Outstanding attention to detail Top-notch service Spot-on advice Thoroughly dedicated Performance exceeded projections
Website
Services
Financial Planning
We create comprehensive financial plans tailored to high-net-worth individuals and senior professionals. Our approach focuses on achieving financial independence through strategic investment management, tax optimisation and estate planning. By combining technical expertise with personal understanding of client goals, we develop bespoke roadmaps that align financial resources with life objectives while maintaining flexibility for changing circumstances.
Wealth Management
Our discretionary wealth management service offers tailored investment solutions across global markets. We construct diversified portfolios aligned with individual risk profiles and long-term objectives. Through continuous market monitoring and regular performance reviews, we ensure optimal asset allocation while maintaining strict risk control measures. The service includes access to specialist investment funds and alternative assets unavailable through mainstream providers.
Pension Advice
We specialise in complex pension planning, including final salary scheme transfers and cross-border pension arrangements. Our advice covers tax-efficient retirement income strategies, lifetime allowance management and intergenerational pension inheritance planning. We hold the CII's Pension Transfer Gold Standard accreditation, ensuring the highest level of technical competence and client protection in this specialist area.
Tax Planning
Our tax planning service focuses on legitimate tax reduction strategies within HMRC guidelines. We specialise in offshore structuring, inheritance tax mitigation and international tax compliance for clients with complex financial arrangements. Through regular reviews and proactive planning, we help clients preserve wealth across generations while maintaining full regulatory compliance and transparency.
Estate Protection
We offer comprehensive estate planning solutions to protect family wealth against five key threats: death, illness, divorce, bankruptcy and taxation. Our in-house Will and Trust writing service creates bespoke structures for asset protection and succession planning. We specialise in cross-jurisdictional estate arrangements for clients with international interests.
People
Ben Smaje
Managing Director
Chartered Financial Planner with 20+ years' experience in finance. Holds law and mathematical finance degrees. Specialises in retirement planning and complex investment strategies. Recognised industry expert with multiple award nominations.
Alexandra Underwood
Office Manager
Responsible for office operations and client scheduling. Holds Modern Languages degree and fitness instructor qualifications. Awarded Best Fitness Instructor in Essex 2024. Ensures smooth client interactions and operational efficiency.
George Harman
Technical Manager
Qualified financial planner with focus on technical compliance and investment analysis. Previously worked in accountancy for music industry clients. Committed to achieving Chartered status while managing portfolio performance and regulatory requirements.
Questions
What services do you offer?
We provide financial planning, wealth management, pension advice, tax planning and estate protection services tailored to high-net-worth individuals and senior professionals.
Are you regulated by any official body?
Yes, we are Chartered Financial Planners and an appointed representative of pi financial ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).
How do you charge for your services?
We operate with full transparency using clearly defined fee structures outlined in engagement letters before commencing any work, with no hidden charges or product commissions.
Do you work with international clients?
Yes, we specialise in cross-border financial planning and have experience managing complex international tax and investment arrangements for clients with global interests.
How often do you review investment portfolios?
We conduct regular portfolio reviews with clients and continuously monitor market conditions to ensure optimal investment performance aligned with individual risk profiles.
What makes you different from other financial advisers?
Our complete independence, Chartered expertise, and commitment to putting client interests first without product sales or hidden agendas set us apart in the financial planning industry.