Annuities could provide you with income security in retirement. Despite this being a common goal among many thinking about their future, misconceptions may mean retirees are overlooking annuities. According to a Standard Life study, almost half of over-50s who are aware of annuities say they don’t know how they work. Read on to discover why
Every year thousands of people retire. It’s a milestone that you might be looking forward to in 2024 with excitement. It’s also a life event that you may feel nervous about. Spending some time preparing for the next chapter of your life could mean you feel more confident about stepping away from work. If you’re
November is Will Aid month, where participating solicitors waive their fee for writing a will in exchange for a donation to charity. This excellent scheme helps raise money for good causes while also encouraging people to consider their estate plans. This annual incentive to write or review your will may be very important as research
Finding ways to support your loved ones may be an important part of your financial plan, and there are many ways to potentially do this. You will likely leave your estate to family members when you pass away and you may also consider gifting to support them while you are alive. But have you considered
As we near the end of October, you may be preparing to celebrate Halloween and embrace all things scary. You might be planning to spend some money on frightening costumes or spooky decorations this year. If so, you won’t be alone – Finder reports that Brits are estimated to spend over £1 billion on Halloween
People often think of their financial plan as a way to grow their wealth and provide financial security. You might consider areas like your pension or financial protection to be core parts of your financial plan. Yet, while they’re important, your happiness is essential too. Financial planning is about helping you reach your financial goals,
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.
A client since 2011
We would be very happy to recommend the support and service we receive.
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!
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.
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.
A client since 2018
…Service has been first class.
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.
A client since 2000
[A] safe pair of hands in a complex financial world.
A client since 2003
A reliable company with good communication skills and good knowledge of the financial markets.
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.
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.
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.
A client since 2012
An excellent personal service from a person I know and trust.
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.
A client since 2012
A good, efficient team providing clear ideas to shape a winning strategy.
A client since 2011
Black Swan is a company to be trusted, with friendly staff and professional advisors.
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.
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.
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.
A client since 2000
Andy is a first rate Director, excellent communicator and leader.
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!
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.
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.
A client since 2015
I am extremely happy with the service afforded to me by the company and my adviser Julie Cooper.
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.
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.
A client since 2011
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Should you wish to register a complaint, please write to Paul Hutton at paul.hutton@blackswanfs.co.uk or telephone 020 38288 100. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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