Black Swan named as one of the UK’s Top Rated financial advice firms
Posted onToday the VouchedFor Top Rated guide, distributed by The Times, has been released. We’re delighted to announce that not only have four of our advisers qualified. But, we’ve also qualified as a Top Rated firm!
This is a huge honour, as there are just 20 firms that have qualified throughout the UK, with just 3 of those being in London. We’re also London’s largest firm to be involved, as well as qualifying as Top Rated.
VouchedFor’s Top Rated guide aims to identify and celebrate the UK’s best financial advice firms, based on client feedback. We couldn’t be prouder to have been selected in this group.
We’d like to congratulate our advisers that have qualified for the Top Rated advisers list; Andrew, Jim, Rob and Steve. This is a true moment of recognition for the service they provide to our clients.
VouchedFor – Online scoring for financial advisers
If you’re unfamiliar with VouchedFor, it’s an online system created to review financial advisers. Reviews are completed by clients only, as this is the best way to get accurate feedback, from people who have first-hand experience.
Advisers are based on three key criteria on VouchedFor: Service, advice given and value. These criteria are then used to create an overall score out of 5 stars for each and every adviser.
What Andrew’s clients are saying?
Currently, Andrew has a score of 4.7 from over 50 reviews. His clients have commented on his down to earth approach and his fantastic communications skills. Staying in touch as little or as much as possible, depending on what is suitable for them.
Click here to visit Andrew’s VouchedFor page and see what his clients are saying about him. Or, for a quick insight read the review below:
“Andy keeps me up to date, he is always available, conscientious and explains things in a sensible matter of fact way that make life more straightforward. I am very happy to recommend him to family and friends.”
What Jim’s clients are saying?
Like Andrew, Jim also has a rating of 4.7, presently from 20 reviews. The majority of his clients have said they find Jim very easy to get on with. They have also commented on his ability to explain solutions clearly and answer any questions.
Click here to visit Jim’s VouchedFor page and see what his clients have to say. Alternatively, scroll down to read one of our favourite client reviews regarding Jim:
“Jim listened to my objective and explained the options. He was very easy to understand and very helpful. He regularly keeps in touch and is very responsive to my questions and is always just a phone call or email away. Jim is able to explain matters very well and I am more than happy to recommend his services.”
What Rob’s clients are saying?
Rob has a score of 4.8, from 28 reviews at the time of writing. Clients have stated that he’s very helpful and approachable, finding the right balance of giving enough information without being overwhelming.
Click here to go to Rob’s VouchedFor page and see what his clients have to say. Alternatively, scroll down to read one of his favourite client reviews:
“Rob Young was extremely helpful in providing us with a sustainable and sound financial plan, enabling us to continue our retirement with our financial concerns largely taken care of.
Our financial situation is under control and we are so pleased to have followed the invaluable advice given by Rob.”
What Steve’s clients are saying?
With over 40 reviews, Steve has a rating of 4.7. Steve’s clients have commented on his trustworthiness and highlighted the knowledgeable advice he provides.
Click here to visit Steve’s VouchedFor page and see what his clients have to say. Alternatively, scroll down to read one of our favourite reviews about Steve:
“Steve has given honest and knowledgeable advice on the best investment plans for my circumstances along with the backgrounds of the funds, advised on different approaches to saving, kept me up to date with performance of funds and advised when and where I might consider adjusting investments for the best result. This has been backed up with keeping me well informed throughout all the procedures.”
What it’s like to work with Julie?
Julie has a score of 4.8 from 35 reviews. Her clients have commented on her patience when explaining the plan and it’s process.
Click here to visit Julie’s VouchedFor page and see what her clients have to say. Alternatively, scroll down to read one of our favourite reviews:
“Julie was regularly updating me with suggestions on moving investments around and these have always been successful movements. Julie has been a joy to deal with since the move to Black Swan and her knowledge of the markets far exceeded any of the advice her peers had previously supplied.”
What do clients think about Maureen?
So far Maureen has a score of 4.9. Her clients are always impressed by her knowledge of the financial sector.
Click here to visit Maureen’s VouchedFor page and see what her clients have to say. Or if you prefer, scroll down to read one of our favourite reviews about Maureen:
“Maureen did a review of our circumstances and set us on the path to various investments and savings. Maureen has also been involved in areas such as power of attorney and our first will. It has been good to have advice as the financial world has a language of its own. Maureen has steered us through this minefield for 25 years.”
What do Chris’ clients think?
Chris also has a score of 4.9. His clients appreciate his attitude towards building a relationship and the advice he provides.
Click here to visit Chris VouchedFor page and see what her clients have to say. Or if you prefer, scroll down to read one of our favourite reviews about Chris:
“I received a very healthy bequest on the death of an employer and friend which added to my personal savings was enough for me to consider something with a better return than a savings account at my bank – and whilst I didn’t want to make money on investments – equally I didn’t want to take any risks. Chris Teasdale immediately understood my wishes and acted accordingly. I’m very happy with all the arrangements Chris has made for me ……. the return tops of my existing two pensions whilst I know I have safety of back up – should I need it
What do our clients think of Jessica?
Jessica has a VouchedFor score of 5 out of 5. Clients know they can rely on Jessica and always look forward to their annual review.
Click here to visit Jessica’s VouchedFor page and learn what it’s like to work with her.
“Jess has helped me with my investment portfolio. We have an annual meeting to go through my account and decide what changes, if any, should be made. I can rely on Jess and I have confidence in her ability.”
Who our advisers work with
All of our advisers work with predominantly three groups of people: Those building their wealth, those thinking of retiring soon and people that have already retired.
Our advisers provide expert advice to make sure every single one of our clients receives the service expected and much more. We’ll work with you to create a holistic plan to provide you with financial security, for now, and the future.
An entire team effort
We couldn’t qualify as a Top Rated firm with our advisers alone, it has truly been a team effort from everyone here at Black Swan. This is why we’d like to take a moment to thank every single team member.
Thank you to our administrators, paraplanners and of course our advisers. It’s thanks to all of you our clients receive the fantastic service they do.
Thank you to our clients
Lastly, we’d like to thank our clients. Without you, our team wouldn’t be able to the jobs they love. Thank you for trusting us with your finances and for providing us with the opportunity to work with you. We look forward to many more years working with you and your families.
As well as thanking our clients, we’d like to take this opportunity to ask a small favour. If you haven’t already left a VouchedFor review, would you mind doing so? The process takes less than 10 minutes and helps all of us.
A review lets us know what we’re doing right and where we can improve, to make sure we’re providing you with the best possible service.
To leave a review, simply click on your adviser’s name below and you’ll be taken to their VouchedFor page. From there, click the “leave review” button and follow the on-screen instructions.
We’d like to thank you in advance for your time in leaving a review, it really does help us.
If you’re looking to secure your finances, let us help. We’ll work with you to create a financial plan that suits you immediately as well as providing long term peace of mind. Contact us today to speak to an adviser and see how we can help.
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