Welcome to Black Swan Financial Planning

Independent financial advisers based in London, serving clients across the South East.

About us

Welcome to Black Swan Financial Planning

Independent financial advisers based in London, serving clients across the South East.

Who We Work With

About Black Swan Financial Planning

We are a friendly and experienced team of financial services professionals.

Established in 2000, we have become one of the top independent financial adviser firms in the UK.

At Black Swan Financial Planning we put our clients at the very centre of our financial planning service. Every member of the team is here to ensure that all clients enjoy a friendly, personalised service which delivers financial peace of mind.

To ensure that our clients receive the best possible service, our experienced and knowledgeable advisers are backed by a dedicated support team. In addition, all of our advisers participate in a programme of continuing professional development to ensure our clients receive the best possible advice.

Who we work with

We give clients the confidence and security to enjoy their wealth now, and in the future.

Who we are

Managing Director

Paul Hutton

Managing Director

Paul Hutton

Business Development Director

Andrew Nuding

Business Development Director

Andrew Nuding

Financial Adviser

Jim Anderson

Financial Adviser

Jim Anderson

Financial Adviser

Steve Midgley

Financial Adviser

Steve Midgley

Financial Adviser

Maureen Pembridge

Financial Adviser

Maureen Pembridge

Financial Adviser

Andrew Peters

Financial Adviser

Andrew Peters

Financial Adviser

Chris Teasdale

Financial Adviser

Chris Teasdale

Financial Adviser

Robert Young

Financial Adviser

Robert Young

Financial Adviser

Julie Cooper

Financial Adviser

Julie Cooper

Operations Manager

Steve Slough

Operations Manager

Steve Slough

Paraplanner

Ross Birkett

Paraplanner

Ross Birkett

Head of Client Services/ Financial Adviser

Jessica Lyons

Head of Client Services/ Financial Adviser

Jessica Lyons

Administrator

Jodie Mitchell

Administrator

Jodie Mitchell

Senior Administrator

Chris Sims

Senior Administrator

Chris Sims

Senior Administrator

Tom Warren

Senior Administrator

Tom Warren

Paraplanner

Victoria D’Uva

Paraplanner

Victoria D’Uva

Administrator

Tracy Veares

Administrator

Tracy Veares

What our clients say

Emma: Managing finances after losing a loved one

Keith: Wealth management after sale of business

Kathy and Mark: Retirement planning

James: Pension planning

Clive: Receiving an inheritance

Ross: Selling of business

Would you recommend Black Swan to a friend?

What's the best thing about working with Black Swan

What three words would you use to describe Black Swan

Black Swan Financial Planning profile

Client testimonials

I have always found Black Swan to be caring and understanding of my quirky lifestyle. I always feel they try to get me the best returns while respecting my current needs.

Sally Muir

A client since 2011

We would be very happy to recommend the support and service we receive.

Valerie Locks

A client since 2010

I have always been completely useless regarding finance - thankfully our financial adviser is not! I've retired with far more than I ever expected and investments continue to grow safely. So - thank you!

Bernadette Jane Warner

A client since 2000

Very happy with the professional service I have received and feel a lot happier now with my finances put in order.

Martin Field

A client since 2011

Julie Cooper was recommended to me by a work colleague. She has been very helpful, professional and has explained everything well. I would definitely recommend her services to anyone else who are interested in a financial review.

Steven Rooke

A client since 2018

…Service has been first class.

Hugh Fells

A client since 2012

My face to face meetings with Rob Young and Jessica Lyons have always been very open and understandable. My questions have been answered clearly and I have left feeling that my financial matters are in good hands.

Sandra Jack

A client since 2000

[A] safe pair of hands in a complex financial world.

Gary Middlehurst

A client since 2003

A reliable company with good communication skills and good knowledge of the financial markets.

Alan Evetts

A client since 2014

Maureen Pembridge is a long-time trusted advisor to our family. The market might fluctuate but her attention to detail is consistent.

Linda Burnard

A client since 2000

I am pleased to recommend Julie as a trustworthy financial advisor. She explains financial jargon in plain language, and always listens carefully to my particular financial needs and has helped me make the best of my savings.

Carolann Samuels

A client since 2010

I have always been satisfied with the way that Black Swan has handled my account. And I have always found the staff very helpful whenever I need to call the office.

Robert Anthony Matthews

A client since 2012

An excellent personal service from a person I know and trust.

Michael Dalton

A client since 2010

I am getting a very good services from Black Swan, they have got my investments sorted out which was in a bit of a mess.

Roy Jakens

A client since 2012

A good, efficient team providing clear ideas to shape a winning strategy.

Adrian Michael Levenstein

A client since 2011

Black Swan is a company to be trusted, with friendly staff and professional advisors.

David Brian Jennings

A client since 2017

I have been with Black Swan for many years. I have never wished to change anything. They give a good straight forward service.

Martin Barrett Brooks

A client since 2010

Andy Peters has been invaluable in firstly combining several pension pots and then giving excellent investment advice. It has given us a great deal of comfort to know that our financial affairs are in such good hands.

James Guillum Scott

A client since 2014

I find my financial advisor easy to talk to and feel that she understands my lifestyle. She is always available for help when I need her and explains in words that I can understand.

Margaret Ena Glasgow

A client since 2000

Andy is a first rate Director, excellent communicator and leader.

Ross Perry

A client since

Black Swan Financial Planning and Andrew in particular, are very clever at working out how risk averse we are, and coming up with solutions that we feel comfortable with. We are happy in the knowledge that we can continue to enjoy a comfortable retirement. Andrew Peters is a very, very friendly person who is great to chat to and easy to deal with. He explains things very clearly in layman’s terms, and if we still don’t understand, he explains it until we do!

Alan & Jane Dyer

Clients since 2012

We have always found Rob [Young] to be very approachable and knowledgeable. We have every confidence in the advice given and feel comfortable with the decisions we’ve made. There are certain opportunities that we wouldn’t have known about if Rob hadn’t brought them to light, which makes the advice good value for money as far as we’re concerned.

Peter & Pauline O’Halloran

Clients since 2013

Rob [Young] is extremely knowledgeable. I knew nothing about the different types of trusts which will not only secure my income in retirement, but also leave a legacy for my children. I’m glad that I sought his advice when I did.

Sarah Wilson

A client since 2015

I am extremely happy with the service afforded to me by the company and my adviser Julie Cooper.

Geoff Coxell

A client since 2010

My wife and myself have been dealing with Black Swan for a number of years. We have met with different representatives from the company over the years and have found all very helpful in their own way. We met with James [Anderson] a few years ago and found him very helpful and knowledgeable. He keeps in contact with us on a regular basis. We find the Company information very helpful and we feel very secure with our finances.

Andrew Kirchen

A client since 2015

I have always found my adviser to be easy to contact, very professional in his approach, yet friendly and understanding. I have a sense of an experienced company behind him, really on the ball financially and with good standards.

B McBean

A client since 2011

Recent news

What’s likely to happen to house prices in 2022?

Predicting what might happen in the future is notoriously tricky. After all, in late 2019, who could have predicted the pandemic, with all the associated economic turmoil and general social upheaval that we’ve had over the past 21 months? When it comes to house prices, it can be doubly difficult. For example, while many experts

December 8, 2021

Your guide to children and money

Setting out a financial plan and thinking about your long-term goals if you have a family is important. It can help ensure you reach your goals and create security for you and future generations. For parents and grandparents, thinking about family when setting out your financial plan can help you protect the people that are

December 7, 2021

5 good reasons why gifting should be part of your estate planning process

You have worked hard throughout your life, building your wealth. As well as providing you with a comfortable retirement, the idea of your accrued wealth passing to your loved ones will also have been a big driving force. However, unless you take steps and plan ahead, it is possible that a good chunk of your

December 2, 2021

Partner with the most reliable and experienced team of advisers

Enter your details & we'll be in touch to discuss your needs.
Alternatively, contact us directly and speak to a member of the team.





    Subscribe to our newsletter