Read about our Top Rated advisers, and how we’re one of the 8 best firms in London

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At Black Swan, we always aim to deliver the best possible service to our clients. You often tell us that we have achieved this and that your relationship with us is helping you reach your goals in life.

We are always glad to hear when a client is pleased with the work we do for them, but it’s also satisfying when we receive recognition from others in the industry, too.

Keep reading to discover several exciting pieces of news from the last few weeks.

Every Black Swan adviser was named Top Rated in the 2024 VouchedFor guide

Firstly, we’re delighted to reveal that every Black Swan adviser is named in the 2024 VouchedFor Top Rated guide.

VouchedFor is an adviser directory that helps potential clients find reliable financial advisers, planners, mortgage specialists and accountants. Its aim is simple: to help consumers access the best possible advice for them.

The rating system is one of the key features of the platform as it allows consumers to see the experience other clients have had with a particular adviser.

Every year, VouchedFor publishes its “Top Rated” guide, which is distributed in the Times, the Telegraph, and the Mail on Sunday. It lists all the top advisers in the country for that year.

To qualify for this list, an adviser must:

  • Be verified by the platform
  • Have 10 or more reviews
  • Have an average rating of at least 4.5 out of 5.

It’s a huge achievement for us that every Black Swan adviser meets these criteria and appears in this year’s Top Rated guide. Exceptional feedback showcases the quality of the service we provide to every one of our clients.

Black Swan is named as one of the 8 best adviser firms in London

As well as all our advisers appearing in the Top Rated guide, Professional Adviser recently announced that Black Swan has been shortlisted for the prestigious “Adviser Firm of the Year – London” award in the Professional Adviser Awards 2024.

These awards highlight the firms and individuals that go above and beyond for their clients. There are many different categories for specific advisers and other important roles such as administrators and paraplanners.

The most sought-after award for many is the “Adviser Firm of the Year” for each region and it’s gratifying to be shortlisted as one of the eight best adviser firms in the whole of London.

For context, Money Marketing estimates that around 3,000 adviser firms operate in the Greater London area.

The judges will make their decision later in the year and the winners will be announced on 20 March 2024.

We all have our fingers crossed and, even if we do not take the top spot, being shortlisted for this prestigious award already positions us as an industry leader.

Black Swan has been awarded the Cyber Essentials accreditation

Digital security is more important than ever, particularly for financial advisers with access to sensitive information about clients’ wealth.

According to Money Marketing, the number of cyberattacks on financial services firms tripled in the 12 months to June 2023, compared with the previous year.

As such, it is crucial that you work with an adviser firm that takes the necessary steps to protect your data and warn you about potential dangers.

To give you reassurance that your data is secure, we have recently been awarded the Cyber Essentials accreditation. Cyberattacks are a significant threat to businesses and individuals alike and at Black Swan, we are proactive about combatting this threat.

The Cyber Essentials accreditation is a crucial step in allowing us to do that. It’s a government-backed scheme that assesses an organisation’s digital defences to ensure that they are adequately protected against a range of cyberattacks.

Our new Cyber Essentials accreditation proves that we have put the right measures in place, so you can rest assured that your personal data is secure.

Stay tuned for more exciting updates in the near future

These are not the only exciting developments here at Black Swan. We have some more news that we will share with you in the near future, so stay tuned for a further update in March.

If you would like to work with one of our Top Rated advisers, please get in touch.

Email or contact your adviser on 020 3828 8100.

Please note

This blog is for general information only and does not constitute advice. The information is aimed at retail clients only.

We aim to keep our clients up to date on interesting and relevant financial news.

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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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