Our approach

In-depth analysis is the key to successful wealth management. On meeting for the first time, we have to earn the trust of the potential client, as a thorough understanding of their wants and needs and an analysis of their position is essential. We probe into and finer intimate financial details and elicit personal expectations which may never have been expressed before. 

The process demands patience and an intuitive understanding. One of Marie’s clients wrote of her: “I finally feel I have someone who understands my priorities and puts me at ease.”

At Kenwood we ensure every decision is the prerogative of the client. Investments are made through St. James's Place, one of the UK’s leading wealth managers, of which she is a Partner Practice. St. James's Place has diligently searched for and selected some of the most successful fund managers across the globe, offering immense scope and opportunity to our clients.

Client support

We have a client list of business owners and individuals, with money to invest or an estate to protect. Some of our new clients come to us with portfolios of various pensions and other assets we review to check if they are working as hard as they possibly can.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.