Black Swan Financial Planning
Black Swan Financial Planning is a financial services company based in London, England. They specialize in providing expert financial planning and consulting services to their clients. Their team of experienced financial planners and consultants work closely with clients to develop personalized financial plans that meet their unique needs and goals. Black Swan Financial Planning is committed to providing exceptional service and helping clients achieve financial success.
Introduction to Black Swan Financial Planning
Black Swan Financial Planning is a financial planning company located in London, England. The company was founded with the purpose of providing financial planning services to individuals and businesses. What makes this company unique is their commitment to providing personalized financial solutions tailored to each client's specific needs. The company's history is rooted in a deep understanding of the financial industry and a desire to help clients achieve their financial goals.Services & products
Black Swan Financial Planning offers a variety of financial services, including financial planning, investment management, retirement planning, and estate planning. In addition to these services, the company also provides financial education and resources to help clients make informed decisions about their finances. Customers can work with the company's team of experienced financial planners and consultants to create a customized financial plan that aligns with their unique goals and needs.Location
Black Swan Financial Planning is located in the heart of London, on Liverpool St. The area is bustling with activity and is home to a variety of businesses, including restaurants, cafes, and shops. The company is easily accessible via public transportation, with the closest stations being Liverpool Street Station, Moorgate Station, and Aldgate Station, all within a 10-minute walk.Benefits
Customers should choose Black Swan Financial Planning because of their commitment to providing personalized financial solutions. The company's team of experienced financial planners and consultants work closely with each client to create a customized financial plan tailored to their individual needs. Additionally, the company provides a wealth of financial education and resources to help clients make informed decisions about their finances.Good to know
Customers should be aware that Black Swan Financial Planning takes a holistic approach to financial planning, taking into account all aspects of a client's financial situation. The company is committed to transparency and communication, and works to build long-term relationships with its clients.Reviews
Customers have praised Black Swan Financial Planning for their knowledgeable and experienced team, as well as their personalized approach to financial planning. Many clients have reported significant improvements in their financial situation since working with the company.FAQ
What types of financial services do you offer?
We offer a range of financial planning services, including retirement planning, investment planning, tax planning, estate planning, and risk management.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning and work closely with each client to understand their unique financial goals, needs, and circumstances. We then create a customized financial plan tailored to their specific situation.What are your fees and how are they structured?
Our fees vary depending on the complexity of the financial plan and the services required. We provide transparent fee structures and will discuss all fees with our clients before any work is done.What experience do your financial consultants have?
Our financial consultants are highly experienced and hold relevant qualifications and certifications. They have extensive experience in financial planning, investment management, and risk management. We only employ consultants with a proven track record of success and a deep understanding of the financial industry.Reviews
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Richard Richardson
Andrew Peters has given my wife and I excellent financial advice for several years. We have every confidence in him and greatly appreciate his sound advice on optimising our savings, pensions and investments. He has helped us develop and mature our strategies for investing, risk management and inheritance tax reduction. We value the support that Black Swan Financial Planning provide our family and regard Andrew as a trusted adviser and friend.
17-03-2023
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James Guillum Scott
We have used Andy Peters for many years now and he has always provided us with a first class service. He began by amalgamating pensions into one pot and then gave us investment advice for capital sums. He is always available either by phone or email and is a very reassuring and experienced advisor.
17-01-2023
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John Varty
Annual review arranged by them, helpful advice given and taken. Easy and pleasant to deal with
17-06-2022
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Bob Greenwood
Steve has been advising me for about 3 years now and implemented the consolidation of my (numerous) pension funds into one, maximizing the tax opportunities at the same time. My lifestyle (part retired / sometimes working) is well catered for by the pension portfolio set up by Steve and I'll probably be approaching Steve soon to discuss other opportunities for investment. Steve's approach with my annual review is to keep things as simple as possible and I never feel belittled with my, what may seem like, uniformed or naïve questions to Steve who always has a very approachable and unrushed approach to things. I think I can sleep tight at night knowing my investments are in good hands!
17-06-2022
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Joanne Bramley
Rob Young at Black Swan took over my business from my former longstanding financial advisor who was retiring. He has consistently been courteous and helpful and I feel my finances are still in very safe hands.
17-06-2022
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Dorothea Magonet
17-06-2022
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Josephine Cavendish
We have been working with Steve from Black Swan for many years. I particularly appreciate the time he takes to understand your circumstances, wishes and aspirations in the broadest sense, not only from a strictly financial perspective, since these do essentially underpin financial decisions that one makes. His advice and support has always been measured and supportive, guiding you in the right direction so that you are as confident as possible about the path being taken. He knows that I am not a financial whizz-kid and he explains things to me in language I understand!!
17-06-2022
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Robert Cavendish
Steve Midgley has been looking after us for some years now and we have always found his advise and help to be very useful.
17-06-2022
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Mick Pinson
Black Swan have been advising on my investments for many years. Jim Anderson, was the first advisor I’d met who could explain clearly the various options, leaving my in a position where I understood the benefits and possible disadvantages. He has advised me in an even-handed manner with no pressure to make any quick decisions. Overall a first rate service, I’m very satisfied with the experience of Black Swan dealing with my investments and now advising on my pension choices. I would have no hesitation in recommending Jim and Black Swan to anyone who was seeking any financial advice. Mick Pinson
17-06-2022
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homer simpson
Very happy with service given and how pension investments have grown. Without which I would not be enjoying my retirement so much.
17-06-2022
