Black Swan Financial Planning

Independent Financial Adviser  34-37 Liverpool Street, London, EC2M 7PP
First meeting at adviser's own cost
An independent financial advice firm advising people who are either building up their wealth, thinking of retiring soon or already retired. We give you the confidence and security to enjoy your wealth, both now and in retirement.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Jim Anderson
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This exam accesses understanding of the financial services industry including regulation and legislation.

Steve Midgley
Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

Rob Young
Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of financial protection plans.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

Andrew Peters
Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

What our clients say
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, Gloucestershire
We would be very happy to recommend the support and service we receive.
Valerie Locks, Essex
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 Warner, Norfolk
Very happy with the professional service I have received and feel a lot happier now with my finances put in order.
Martin Field, Hampshire
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, Balham, London
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, Essex
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, Kent
[A] safe pair of hands in a complex financial world.
Gary Middlehurst, Essex
A reliable company with good communication skills and good knowledge of the financial markets.
Alan Evetts, Watford
Maureen Pembridge is a long-time trusted advisor to our family. The market might fluctuate but her attention to detail is consistent.
Linda Burnard, Streatham
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 all the office
Robert Matthews, Abingdon
An excellent personal service from a person I know and trust.
Michael Dalton, Wanstead
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, London
A good, efficient team providing clear ideas to shape a winning strategy.
Adrian Levenstein, London
Black Swan is a company to be trusted, with friendly staff and professional advisors.
Martin Barrett Brooks, Leicestershire
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 Glasgow, Frome
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 Scott, Tonbridge
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!
Mr & Mrs Dyer, High Wycombe
We have always found Rob 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.
Mr & Mrs O’Halloran, London
About us

Established in 2000, Black Swan Financial Planning is an independent financial advice firm based in London, servicing clients across the UK. We work with people who are either:

• Building up their wealth
• Thinking of retiring soon
• Already retired

We give you the confidence and security to enjoy your wealth, both now and in the future.

We believe that it’s only by understanding you, your unique personal circumstances and your aspirations, that we can deliver a personalised service which delivers financial peace of mind. To achieve this, we believe in nurturing long-term relationships with all of our clients and their families.

To ensure that our clients receive the best possible service, our experienced and knowledgeable advisers are supported by a dedicated team of highly qualified back-office staff.

Our services

What our clients value

We asked our clients what they value most about us, and overwhelmingly they said:

• Knowing they have a ‘go-to’ person for their financial affairs
• Having an increased sense of financial security

We also discovered that:

• 90% of clients would recommend us to their friends, family or colleagues.
• 97% of clients believe that working with us has helped, or will help them to achieve their financial goals.
• 99% of clients are satisfied with the speed of response from our advisers and support team.

We also provide:

• Truly independent financial advice
• The knowledge and experience of a large team
• A personal service

For more information, please visit: <url hidden>

Where to find us
Head office address: 34-37 Liverpool Street, London, EC2M 7PP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Black Swan Financial Planning is the trading style of Black Swan Capital Ltd. The firm is registered in England and Wales, company no. 03799866, registered address 18a Tower 42, 25 Old Broad Street, London, EC2N 1HQ. Black Swan Capital Ltd is directly authorised and regulated by the Financial Conduct Authority, registration no. 229892

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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