Ross

Case study: Selling of business

Ross, Kent

Client since: 2011

Adviser name: Paul Hutton & Andrew Nuding

Transcription:

My name is Ross Perry. I’ve known Andy and Paul for nearly 10 years.

My wife and I, who work in our own business, had both reached an age where we were finding regulations starting to get quite tough, as we were directly regulated. So, we started looking around for a sponsor, that is, someone to sell our assets to.

When I was looking to sell the business, it was important to find like-minded people. We had to interview a number of firms, focusing on this criteria. We must have seen 15 firms before we settled on Black Swan.

The reason Black Swan stood out was purely a gut feeling. We liked them immediately. We liked what they had to say, the way they presented themselves, and the way that they would go about looking after our clients, which for us was the most important thing.

When the deal went through, my initial feeling was relief. We felt we’d found a company with the same principles in terms of how to look after clients, which was our biggest motivator. Our motivator wasn’t “What can we sell the business for in financial terms?” Instead, our prerequisite was “Would they look after our clients in the way that we would expect them to?” And the answer was “yes”. It was a relief to find like-minded people who agreed on that.

Over the past 10 years, Black Swan have never broken a promise. They’re true to their word, and we’ve never needed to look at the contract. They’re honest, straightforward and very fair-minded people. In fact, I’m absolutely delighted with the way Paul and Andy run that business.

Initially, we stayed in touch with clients, as that was an important part of passing on the baton. I was able to go on visits with their consultants until it was felt it was unnecessary for me to be there. That was a very important factor, because it reassured our clients that we weren’t just ditching them or throwing them in a hole somewhere – we were handing them over to a respected company that thought and acted the same way we did.

One point I’d like to make is how friendly, intelligent and sincere all of the staff are at Black Swan. They’re very easy to get along with, and make doing business with them an absolute pleasure.

If anybody in the financial services business approached me for a recommendation for who to sell their business to, I’d be 100% confident and sure that Black Swan would be the right company for them. In all these years, they’ve been the right company for us.

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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