We’re Top Rated for the second year in a row!

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Today, VouchedFor have released their Top Rated guide for 2022, and we’re delighted to announce that we’ve been included as a Top Rated Firm!

The guide, distributed by The Times, aims to identify and celebrate the UK’s best financial advice firms, all based on client feedback. We couldn’t be prouder to have been selected in this group.

To be included in the guide is a huge honour, only 53 firms qualified throughout the UK. We’re thrilled to have been included, but we’re even more proud to say that we’re one of just ten Top Rated firms in London.

What is VouchedFor?

For those of you who may not have heard of VouchedFor, it’s an online system created to review financial advisers. Just like TripAdvisor, but for financial advisers.

In the main, reviews are completed by clients, as this is the best way to get accurate feedback, from people who have first-hand experience. Reviews are based on three key criteria: Service, advice given and value. These criteria are then used to create an overall score out of 5 stars for each and every adviser, which also creates an overall score for firms.

Top Rated Advisers

Not only have we qualified as a Top Rated Firm, but we’re excited to announce that all our advisers have been included as Top Rated Advisers. To be included is a fantastic moment of recognition for them and everything they do to support our clients.

What Andrew’s clients are saying:

Andrew currently has a score of 4.8/5 from 97 reviews. One of his clients recently said this about what it’s like to work with him:

“Andrew offered me some amazing advice on a variety of financial questions I had, not just the investment I was planning. His advice is given in a way you can understand easily, and he is very happy to answer any questions no matter how silly they may be.”

To see what else Andrew’s clients are saying, you can view his VouchedFor profile by clicking here.

What Steve’s clients are saying:

Currently, Steve has a score of 4.7/5 from 78 reviews. One of his more recent reviews included this feedback:

“Steve helped me to look at my circumstances and financial needs in the future. He always made me feel he really wanted my finances to be positive. I was treated with understanding, and never “talked down” to, as can happen when you are elderly. He is an expert in the areas where I needed information and knew how to guide me. I trust his expertise and integrity. Steve responds immediately to any communication, and deals with any requests efficiently.”

To view what else Steve’s clients are saying, you can read his VouchedFor profile by clicking here.

What Julie’s clients are saying:

Julie has a score of 4.9/5 from 65 reviews. One of her clients recently left this review:

“Julie has given excellent advice, taking into account my specific financial situation, and suggested that funds be moved at the right time to enable profitable results, rather than experience financial loss. Julie has a very empathetic approach with her clients which enables her to get very good results with the investment advice she gives.”

To view what else Julie’s clients are saying, you can read her VouchedFor profile by clicking here.

What Rob’s clients are saying:

Rob’s score on VouchedFor currently sits at 4.7/5 from more than 60 reviews. Recently, one of his clients had this to say:

“Rob has helped me with all my financial affairs. I do not have a head for these matters. He simplifies and organises my pension and investments into a relatively “green” portfolio. As a cautious investor, I am grateful that he is careful with my finances.”

To see what else Rob’s clients are saying, you can view his VouchedFor profile by clicking here.

What Jim’s clients are saying:

Jim currently has a score of 4.8/5 from more than 30 reviews. One client has this to say about working with Jim:

“Jim met with me and regularly contacts me to explain my financial choices. He’s a pleasure to work with helping me with my will. I am debt-free and I would highly recommend him for his pleasant disposition. I know he works very hard and thoroughly for me.”

To view what else Jim’s clients are saying, you can read his VouchedFor profile by clicking here.

What Chris’ clients are saying:

At the time of writing, Chris has a score of 5/5 from just under 20 reviews. One piece of client feedback states:

“Chris has been a constant source of professional advice on planning for my retirement for more than 30+ years, and I have found him to be a reliable adviser who has steered my personal pension arrangements to a point where I feel comfortable with my current pension and any future investments.”

To view what else Chris’ clients are saying, you can read his VouchedFor profile by clicking here.

What Maureen’s clients are saying:

Maureen’s VouchedFor score currently sits at 5/5 from just under 15 reviews. One of her clients recently left a review to say:

“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 Lasting 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.”

To view what else Maureen’s clients are saying, you can see her VouchedFor profile by clicking here.

What Jessica’s clients are saying:

Jessica has a score of 4.8/5 from just over 10 reviews. One of her most recent reviews reads:

“I have been given clear information and advice about my portfolio. When queries or inconsistences have arisen from previous investments, Jess has spent time and effort explaining the problems and sorting them out promptly.”

To view what else Jessica’s clients are saying, you can read her VouchedFor profile by clicking here.

Thank you to our clients

We’d like to take a moment to thank our clients. It’s thanks to you that we’re able to do the job we love. Thank you for continuing to trust us with your finances and allowing us to help you meet your long-term goals.

To those of you who have left us a review previously, we’d like to extend our gratitude. It’s thanks to your reviews that we’ve been included in this year’s VouchedFor Top Rated Guide. Thank you for taking the time to leave these reviews and for your kind words.

If you’re yet to leave a review and would like to, please feel free to do so. The process takes less than 10 minutes, and we’d love to know your thoughts.

To leave a review, simply click on your adviser’s name below and you’ll be taken to their profile. From here, simply click the “Leave Review” button and follow the on-screen instructions, it’s that simple!

Andrew Peters

Steve Midgley

Julie Cooper

Rob Young

Jim Anderson

Chris Teasdale

Maureen Pembridge

Jessica Lyons

We’d like to thank you in advance for your time in leaving a review, not only does it help, but it also gives our whole team a huge morale boost!

A team effort

Lastly, we wanted to take a moment to thank everyone here at Black Swan Financial Planning. Without the hard work and dedication of every single team member, we wouldn’t have been able to earn this fantastic piece of recognition.

We look forward to continuing to provide the high level of service that our clients have come to expect.

If you’re currently looking for help with your finances and think you’d benefit from working with a Top Rated Firm, please get in touch. Our team of experts will work with you to create a plan that suits you, both now and in the long term.

 

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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