Black Swan named as one of the best advice firms in London

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Recently, you read about how four Black Swan advisers had been included in this year’s VouchedFor Top Rated guide.

Jessica, Julie, Rob, and Steve achieved this accreditation thanks to all the brilliant feedback we receive from clients. Now, we’ve won another prestigious award based on the verdict of the Black Swan team – and we’ve been named one of the best advice firms in London.

One of the Best Financial Advisers To Work For – again

The Professional Adviser Awards are now in their 18th year and seek to reward excellence within both the financial advice community and among the broader financial services sectors that help serve clients.

At the recent Professional Adviser Awards – one of the industry’s most important events – we were named as one of the UK’s Best Financial Advisers to Work For. This is the second year in a row we’ve been recognised in this category.

The award recognises financial planning firms who excel when it comes to culture, benefits, incentives, and employee satisfaction.

What makes this award particularly gratifying is that it is largely based on the views of the Black Swan team.

The first part of the assessment – worth around 25% of the final result – consisted of an employer questionnaire, requiring us to provide detailed information about our workplace.

Then, the remaining 75% of the judging was based on an anonymous employee feedback survey, where employees were asked to provide their honest opinions about working for Black Swan.

The questionnaire was focused on eight key areas including leadership and planning, culture, and the work environment.

Once these assessments were concluded, the data was analysed, and we were benchmarked against other organisations to determine the winners.

Black Swan are also one of the top 10 advice firms in London

In addition to being again named as one of the best UK firms to work for, Black Swan were also a finalist in the “Adviser Firm of the Year – London” category.

Alongside just eight other shortlisted firms, this nomination marks us out as one of the leading financial advice firms in the capital.

Commenting on this award success, Andrew Nuding, business development director at Black Swan, said: “We are absolutely thrilled that we have once again been named as one of the best financial planning firms in the country to work for. A happy and satisfied team means our clients receive a better service, and that can only be good for everyone.

“It’s also a privilege to be named as one of the leading advice firms in London. Sitting alongside some of the best advice firms in one of the world’s financial capitals is testament to the skill, talent, and superb service our team offer all our clients.”

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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

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