We’ve written before about the great work of one of Black Swan’s chosen charities, 52 Lives, and our various fundraising efforts. Recently, four of our team embarked on a virtual Land’s End to John O’Groats challenge to raise funds for the charity. Read on to find out more about 52 Lives, and how you helped
How much risk are you taking with your pension savings? A generation ago, many people approaching retirement would de-risk their pension savings. So-called “lifestyling” was commonplace as savers locked in the value of their fund as their retirement approached. These days, many experts encourage pension savers – particularly those with a longer time to retirement
If the pandemic has led you to reassess where you want to live, you’re not alone. Zoopla recently reported that demand for homes was twice as high as typically seen in the summer, with the rise of working from home and a requirement for more garden space driving the desire to relocate. A recent report
Have you thought about how you’ll pass wealth on to those who are important to you? Traditionally, this has been done through inheritance, but it’s becoming more common to gift during your lifetime. Our latest guide explains why more families are choosing to gift during their lifetime and the pros and cons of each option.
While ESG (environmental, social, and governance) investing is growing across all investor segments, it’s the millennial generation that’s leading the trend. A huge wealth transfer in the upcoming decades could change how money is invested. ESG investing involves considering non-financial factors when making investment decisions across three core areas: environmental, social, and governance. This may
Summer is the perfect time to get outdoors and boost your health. Hiking in the UK can take you to some stunning locations while improving mental and physical wellbeing. It doesn’t have to be an epic hike to still deliver a sense of satisfaction and let you enjoy the great outdoors. Whether you’re a beginner
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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