We're Chartered Financial Planners, which means we're experienced in helping people no matter how complex their financial situation. Rather than recommend a short-term fix through an individual product like an Isa or a pension, we look at the bigger picture. We'll work with you to find out what you want your future to look like and create a financial plan to help you get there.
We'll explain everything in straight-forward terms, help you understand all the options, and give you one less thing to worry about. But a financial plan can help you achieve what you really want from life, whether you're already retired, approaching retirement, or just starting to think ahead. In my opinion, there is a lot of lingo and jargon that's peculiar to this field, which can make it very difficult to understand.
However, Michael quickly puts you at ease and doesn't make you feel stupid if you ask what you think are simple questions. I trusted Michael after our first meeting when he looked at my pensions and suggested putting things together in a certain fashion that just make common sense.
We'll explain everything in straight-forward terms, help you understand all the options, and give you one less thing to worry about. But a financial plan can help you achieve what you really want from life, whether you're already retired, approaching retirement, or just starting to think ahead. In my opinion, there is a lot of lingo and jargon that's peculiar to this field, which can make it very difficult to understand.
However, Michael quickly puts you at ease and doesn't make you feel stupid if you ask what you think are simple questions. I trusted Michael after our first meeting when he looked at my pensions and suggested putting things together in a certain fashion that just make common sense.
Services
Kennedy Independent Financial Advice are one of the few Chartered Financial Planners in the local area.
Chartered Financial Planners are the 'gold standard' and the most experienced and qualified advisers in the profession, which means that we can give you a breadth of advice that others can't.
We want to do everything we can for you - to take the pain out of financial planning, and to be there for you when you need us.
We'll work with you over the long-term, helping you to plan your future rationally, and supporting you along the way.
Chartered Financial Planners are the 'gold standard' and the most experienced and qualified advisers in the profession, which means that we can give you a breadth of advice that others can't.
We want to do everything we can for you - to take the pain out of financial planning, and to be there for you when you need us.
We'll work with you over the long-term, helping you to plan your future rationally, and supporting you along the way.
This means that rather than recommend a short-term fix through individual products, we create a detailed plan that will help you achieve your long-term goals.
Our aim is to put you at ease.
We know that most of us would rather put off having to deal with our finances - and that when we get to it, it can all seem very complicated.
We'll then invite you to regular reviews which will enable you to tell us of any changes that might affect your circumstances and goals, so that we can update the plan and keep you on track.
Our aim is to put you at ease.
We know that most of us would rather put off having to deal with our finances - and that when we get to it, it can all seem very complicated.
We'll then invite you to regular reviews which will enable you to tell us of any changes that might affect your circumstances and goals, so that we can update the plan and keep you on track.
They might have inherited a sum of money and want to know how to invest it.
They might be approaching retirement and need help with their pension pots and estate planning.
Or they might have bought a property or had a family and be thinking about life cover and income protection.
Generally our clients are looking for someone to help them make sense of things - to unravel the plans and policies they already have, and help them to take their money in a new direction.
That's what we love doing.
We care about our clients and like nothing better than helping them to avoid the potholes, smoothing their financial journey and giving them confidence in their financial future.
They might be approaching retirement and need help with their pension pots and estate planning.
Or they might have bought a property or had a family and be thinking about life cover and income protection.
Generally our clients are looking for someone to help them make sense of things - to unravel the plans and policies they already have, and help them to take their money in a new direction.
That's what we love doing.
We care about our clients and like nothing better than helping them to avoid the potholes, smoothing their financial journey and giving them confidence in their financial future.
I met Michael in 2016 when he was recommended by another adviser who didn't offer the service I was looking for.
I was looking at my pensions, savings and life policies, and how to best invest in terms of Isas.
He came to my house and we discussed things over tea and scones - it was very traditional!
Now Michael helps me with much more than investments.
I started working with Michael in 2006 when I was looking at my pension arrangements.
I needed to work out what I had, where it was, what it was worth.
I was looking at my pensions, savings and life policies, and how to best invest in terms of Isas.
He came to my house and we discussed things over tea and scones - it was very traditional!
Now Michael helps me with much more than investments.
I started working with Michael in 2006 when I was looking at my pension arrangements.
I needed to work out what I had, where it was, what it was worth.
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