YOUR Financial Adviser
James Kennedy
Certified Financial Planner
Founder of Kennedy Wealth
Meet James
For the past 12 years, I’ve been partnering with families just like yours to navigate the often-choppy waters of personal finance. It’s been a journey of numbers, nuances, and nice-to-haves that turn into must-haves.
Family is everything to me. With a supportive wife and three daughters who keep life exciting, I know firsthand the importance of planning for the future—whether it’s for education, retirement, or those unexpected little surprises life throws our way.
In 2024, I took the leap to start my own company. It’s all about bringing that personal touch to financial planning, where your goals and dreams are at the heart of every decision. I’m here to help you make sense of your finances with straightforward advice and practical strategies.
“The time to repair a roof is when the sun is shining.”
John F. Kennedy (The famous Kennedy)
My Approach
It all begins with an idea. Maybe you want to retire. Maybe you want to launch a business. Maybe you are simply stuck in your ways and need some motivation.
Kennedy Wealth has been built on the idea of good ‘old fashioned’ personal service. We are here to listen to your needs and help guide you along your financial journey.
Dream it
Bring along your best ideas and dreams and we will explore these together. The more thought you put into this aspect, the more you will gain from this journey.
Plan It
Planning is our thing. We do it every day and have done so for years. You can leverage our experience and knowledge to craft your plans for the best chance of success.
Enjoy it
This is the ultimate goal. Life is precious and time goes by quickly. We want to see you enjoying life whilst achieving your dreams along the way. There is a balance to strike here and we want to help you get there.