It’s that time of the year when the nights are getting darker and spooky films start to appear on the TV. While the sight of ghosts, vampires, and more could frighten you, tackling your finances can be just as scary, especially if you’re making one of these five mistakes. 1. Failing to claim all the
While the direct impact of the Covid-19 pandemic has lessened for many economies, businesses are now struggling with the indirect consequences, such as supply chain issues. From microchips to aluminium cans, firms around the world are facing challenges getting hold of the materials and goods they need. Markets have largely recovered from the Covid-19 volatility,
National Stress Awareness Day is on 3 November. Stress is something everyone experiences at different points in their lifetime, but it can harm your wellbeing and health. Recognising the signs of stress means you can take steps to reduce the impact it has on your life. According to a study from HR software provider CIPHR,
It’s often said that British people are obsessed with owning a home and property prices. A new survey indicates that’s the case, with more than half of Brits checking how much their family and friends have paid for their homes. There’s more than one reason why people love to check how much a property has
Investment decisions should be based on logic and fact. But it’s easy for emotions and biases to affect your decisions, and this can lead to investment mistakes. Behavioural bias can be useful in some circumstances. It’s a way of making mental shortcuts when you need to make complex decisions. When you consider how many decisions
Receiving an inheritance can be life-changing. It could provide you with the financial security to pursue your dreams or make significant changes to your lifestyle. However, it can be overwhelming, and you may worry about making the “wrong” decision that could impact the rest of your life. According to a report in Your Mortgage, 11.6
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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