We recommend that you usually be sure financial background just before conducting business that have people financial planner, monetary adviser, financial support agent otherwise representative. Black colored Swan’s credentials can be viewed less than.
Professionally
I’ve spent some time working in many independent monetary agent companies, and financial functions companies of numerous systems into the paraplanning and adviser support opportunities.
Day-to-big date, I take care of consumer upkeep, unit research and you can take on meeting preparation to possess advisers.
Privately
I really like getting together with my personal child and you can lover, watching activities and you will gonna series.
Tom throughout the spotlight
My personal perfect weekend would be:
My personal favourite holiday destination is:
My personal favourite track to play regarding the vehicle was:
Easily would be any figure, I would personally feel:
Easily you’ll change people craft on the an enthusiastic Olympic athletics, I would personally win a beneficial medal into the:
When the treat selection comes, I’meters selecting:
The three services you to definitely mark us to new people was:
My personal dogs peeve is actually:
An educated gift We’ve actually ever obtained is:
The three someone inside my fantasy supper party will be:
The three small things that produce my personal time greatest was:
Wants .
- Cricket
- Tottenham Hotspur
- Beer Home gardens
- Rugby
- Eating out
Detests .
- Wembley Arena
- Fruit-depending cider
- Lateness
- U2
- Ponies
Consumer recommendations
We have constantly discover Black colored Swan becoming compassionate and you may understanding out of my personal wacky lives. I usually getting they try to get myself a knowledgeable production while you are valuing my newest need.
A consumer since the 2011
We possibly may end up being thrilled to highly recommend the assistance and you will provider we located.
A person due to the fact 2010
I’ve always been completely useless off funds – the good news is the monetary adviser isn’t! I have resigned having way more than I actually ever asked and you will assets continue steadily to build securely. So – many thanks!
Bernadette Jane Warner
A consumer because the 2000
Delighted to your elite solution I’ve obtained and you will getting a lot happier now using my cash set up purchase.
A consumer given that 2011
Julie Cooper is needed in my experience of the a-work colleague. This lady has started very beneficial, elite and has now explained what you well. I’d without a doubt recommend the woman characteristics to someone else that happen to be shopping for an economic feedback.
A person because the 2018
…Solution could have been world class.
A customer given that 2012
My personal questions had been responded certainly and i have remaining perception you to definitely my personal economic matters can be found in a hands.
A client as 2000
[A] safer pair of give for the an intricate economic globe.
A person given that 2003
A respected company that have an excellent communication enjoy and a good knowledge of the fresh financial locations.
A consumer since the 2014
Maureen Pembridge is a long-time leading mentor to our household members. The business you will change but her focus on outline is actually uniform.
A person as 2000
I am happy to strongly recommend Julie as the a trusting economic coach. She demonstrates to you monetary jargon into the plain vocabulary, and always pays attention cautiously back at my particular monetary demands features made me make good my personal discounts.
A client just like the 2010
You will find always been satisfied with the way Black colored Swan have addressed my personal account. And i usually found the employees very helpful whenever i need certainly to call the office.
Robert Anthony Matthews
An individual while the 2012
An excellent private service of a guy I’m sure and faith.
An individual just like the 2010
I’m providing a good services of Black Swan, they’ve got my opportunities dealt with that has been into the a beneficial piece of in pretty bad shape.
A client as 2012
A good, successful class providing obvious suggestions to figure a fantastic approach.
Adrian Michael Levenstein
A customer since the 2011
Black Swan is a family as top, with friendly professionals and you will elite group advisers.
David Brian Jennings
A customer just like the 2017
I have been having Black colored Swan for many years. We have never wished to transform one thing. They provide an effective straightforward solution.
Martin Barrett Brooks
A customer since 2010
Andy Peters could have been invaluable from inside the to start with consolidating numerous pension containers then providing expert financing guidance. It has provided united states significant amounts of morale knowing which our monetary issues are in such as for example a good hands.
James Guillum Scott
A client just like the 2014
I’ve found my personal financial mentor an easy task to correspond with and you may end up being one to she understands my personal life. She actually is constantly readily available for help as i you prefer the girl and you may teaches you from inside the terms that we normally understand.
Margaret Ena Glasgow
A client as the 2000
Andy is a first rate Manager, higher level communicator and commander.
Black Swan Financial Considered and you may Andrew specifically, are smart on working out exactly how chance averse our company is, and you will coming up with choice we feel at ease which have. The audience is happy regarding education we is consistently appreciate a comfortable retirement. Andrew Peters is actually an extremely, really friendly person that is superb to talk so you can and simple to cope with. He demonstrates to you something really obviously in the layman’s words, just in case we nonetheless don’t know, the guy shows you it until i do!
Alan & Jane Dyer
Customers because the 2012
I have usually located Deprive [Young] is very friendly and you may educated. We have the rely on regarding the pointers given and you can feel safe on the behavior we’ve made. There are specific possibilities that we wouldn’t features known on the if the Deprive hadn’t delivered these to light, that produces the recommendations value for money for the money in terms of we’re alarmed.
Peter & Pauline O’Halloran
Subscribers since 2013
Deprive [Young] is extremely knowledgeable. I understood absolutely nothing regarding the different varieties of trusts that’ll just safer my earnings within the retirement, as well as leave a heritage to own my family. I’m pleased which i sought their pointers when i did.
A client since 2015
I am really pleased with the service afforded for me of the the firm and you may my agent Julie Cooper.
A customer just like the 2010
My spouse and you may me personally had been discussing Black Swan to possess quite a few years. You will find confronted with other representatives throughout the organization across the many years and then have receive all the quite beneficial in their own personal means. I confronted with James [Anderson] a few years ago and discovered your very beneficial and experienced. He enjoys touching us each day. We find the business pointers very helpful so we feel very secure with these money.
A consumer because 2015
We have usually discovered my personal agent to-be simple to get in touch with, really elite in the method, yet , friendly and you will information. I have a sense of a skilled organization at the rear of your, extremely on the ball economically in accordance with good conditions.
A customer just like the 2011
Companion with farmers only the most reputable and knowledgeable team of advisers
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