Black Swan Financial Planning

Independent Financial Adviser  18a Tower 42, London, City and county of the city of london, EC2N 1HQ
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FCA authorised
Last authorised 21st September 2020
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
Meet our advisers
Jim Anderson
Financial Adviser
Steve Midgley
Financial Adviser
Rob Young
Financial Adviser
Andrew Peters
Financial Adviser
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>

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    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

18a Tower 42, 25 Old Broad Street, London, EC2N 1HQ

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