The great philosopher Heraclitus once said that “the only constant in life is change”. That gem of wisdom is just as true today as it was 2,500 years ago. Of course, while taking a step into the unknown can make some people uneasy, it can also offer valuable opportunities. Throughout your clients’ lives, there will
“Time in the market beats timing the market.” It’s a common investment adage, sometimes described as the “golden rule” of investing. But constant repetition doesn’t make it any less relevant today. “Timing the market” is a strategy by both professional investors and amateur stock-pickers. Their approach is to try and buy stocks when the value
Since the start of 2022, you’ve probably noticed that global markets – and perhaps the value of your pension or investments – have been a little uncertain. Over the last week or two, the ongoing situation in Ukraine has exacerbated this volatility. It’s natural to feel nervous or worried when national or global events have
1 March marks Shrove Tuesday, known to most of us as Pancake Day. Whether or not you celebrate Shrove Tuesday in a religious way, the Pancake Day feast is now a much-anticipated event in its own right for families all around the UK. According to Historic UK, Shrove Tuesday was originally celebrated by the Anglo-Saxon
While many countries have now eased Covid-19 restrictions, the knock-on effects of lockdown continue to affect economies, businesses, and households. According to the Organisation for Economic Co-operation and Development (OECD), inflation in the 38 richest countries has reached 5.8% – a 25-year high. The findings also highlight the driving forces behind inflation rates. If food
While investment decisions should be based on facts, many investors find their decisions are sometimes influenced by emotions. Whether you’re excited about an investment opportunity, or worried about market volatility, keeping emotions in check can help you make better investment decisions. According to research from Barclays, half of investors admit to making impulsive decisions based
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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