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Jim Anderson

Financial Adviser

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

Photo of Jim Anderson

Professionally

Having spent 13 years in the Royal Air Force, I decided to retrain as a financial adviser in 2014. I was a self-employed adviser for nearly two years as part of a group, before deciding to join Black Swan and take the step up into the independent sphere.

I like helping people who are coming up to and planning for retirement. I enjoy exploring investment options in ISAs and pensions, and planning insurance for businesses and private individuals. I also enjoy helping people to understand risk and how to have a long-term view.

Personally

Outside of work I enjoy watching good films and documentaries. I’m fascinated by history, how we came to be and the world around us. I also like cooking and I’m a dab-hand at BBQs. I like to keep fit and enjoy running (he says), swimming, gym and tennis.

My wife and I have been dealing with Black Swan for a number of years. We met with James 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, Newton Longville, Milton Keynes. A client since 2015

Jim in the spotlight

My perfect weekend would be:

5-a-side football, followed by a driving range, some cold beers and a BBQ with friends while we watch the sun set on some far flung beach location.

My favourite holiday destination is:

The South of France.

My favourite song to play in the car is:

Anything I can sing along to.

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

Uhtred of Bebbanburg.

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

Random film referencing.

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

Eton Mess.

The three qualities that draw me to new people are:

Openness, humour and realism.

My pet peeve is:

Political correctness or more to the point, people who deem it their responsibility to police it.

The best gift I’ve ever received is:

A holiday to Rome.

The three people at my dream dinner party would be:

Sir Arthur Wellesley, Sir John Talbot, Adam Smith.

The three small things that make my day better are:

Warm weather, jerk chicken wings and my family.
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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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