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Andrew Peters

Financial Adviser

We recommend that you always verify financial credentials before doing business with any financial planner, financial adviser, investment adviser or broker. Andrew's credentials can be viewed below.

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Professionally

I’ve been in financial services for 29 years, 22 of which as an independent financial adviser.

I work with clients across all age ranges, but primarily those approaching retirement, or just retired. I work with them to ensure that their pensions, investments, protection and Inheritance Tax planning are working effectively to meet their goals.

Personally

Married to my wonderfully supportive wife Heather, I have two fantastic kids; a 13-year-old son and an eight-year-old daughter. We also have a British bulldog named Max.
I enjoy all sports (although now mainly watching rather than participating), music and socialising with friends. Any spare time I have is spent with the family and friends, trying to enjoy new experiences whenever possible.

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, High Wycombe. Clients since 2012

Andrew in the spotlight

My perfect weekend would be:

Saturday – All-day barbecue with friends and family, good food and drink
Sunday - Bacon rolls for breakfast, family dog walk in the country, lunch in a country pub, back home for the late kick-off, then a movie.

My favourite holiday destination is:

I’ve loved everywhere I’ve ever been and there are so many places that I’ve yet to see, but I would always return to Scotland.

My favourite song to play in the car is:

Too many choices. Depends on the mood, but whatever it is play it loud!!!

If I could be any fictional character, I would be:

It has to be Bond, James Bond - for no other reason than he has everything. He’s good looking, cool, hard as nails, can fly, gets to drive incredible cars, meets beautiful women and interesting people and gets to travel to the most amazing places on Earth.

If I could turn any activity into an Olympic sport, I would win a medal in:

Buying trainers.

When the dessert menu arrives, I’m looking for:

Chocolate Mousse, Chocolate Tart…..basically Chocolate.

The three qualities that draw me to new people are:

Honesty, sense of humour, open-mindedness.

My pet peeve is:

Anyone who is self-absorbed.

The best gift I’ve ever received is:

An electric guitar for my 40th birthday.

The three people at my dream dinner party would be:

Jurgen Klopp, Winston Churchill, Prince.

The three small things that make my day better are:

The first cup of coffee, getting an answer to a question first time, solving a client’s issue, no matter how big or small.
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Likes.

Dislikes.

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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