Black Swan Financial Planning
34-37 Liverpool Street, Greater London, United Kingdom
About Black Swan Financial Planning
Welcome to Black Swan Financial Planning – your go-to financial institution in the heart of London’s financial district. With years of experience in the industry, we specialize in providing comprehensive financial planning solutions to individuals, families, and businesses. As a prominent establishment in the city, we are dedicated to offering top-of-the-line, personalized services that are tailored to meet the unique needs of our clients.
Our team of experienced financial experts is committed to guiding you through every step of your financial journey. Whether you are planning for retirement, saving for your child’s education, or looking for ways to grow your business, we have the knowledge and expertise to help you achieve your financial goals. We take the time to get to know our clients and understand their financial situation, so we can offer customized solutions that are designed to meet their specific needs.
At Black Swan Financial Planning, our services are comprehensive and include retirement planning, investment management, estate planning, tax planning, and much more. We leverage the latest financial technology and tools to help our clients make informed decisions about their financial future. Our expert advice is always based on extensive market research, and we keep ourselves updated on the latest industry trends and developments to ensure that our clients receive expert advice and service.
Located in the heart of London, our branch at 34-37 Liverpool St, is conveniently situated in the financial district. Aside from our financial services, our branch location also serves as a point of interest for tourists and business professionals looking to learn more about the financial industry in London. We invite you to visit us and gain a unique insight into the world of finance.
At Black Swan Financial Planning, we pride ourselves on delivering unparalleled service and customized solutions. Our goal is to become your lifelong financial partner and provide the support and guidance you need to achieve your financial objectives. Contact us or visit our branch today and let us help you secure your financial future.
Photos of Black Swan Financial Planning
34-37 Liverpool St, London EC2M 7PP, United Kingdom
Opening hours of Black Swan Financial Planning
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Day off
Sunday:
Day off
Reviews of Black Swan Financial Planning
"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."
"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!!"
"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"
"My wife and I were left a legacy which we wanted to invest in something that would give us a better return than the normal banks and building societies. For this we needed someone professional who was working for a company with an excellent reputation. Rob Young came to us on recommendation and after an initial meeting knew that he was the person for us. He carefully guided us through the various pros and cons of investments in terms that we could readily understand. He constantly advised us that our investment was 'at risk!' To help counter this we filled out a long questionnaire to ascertain the amount of risk we wanted to take . independently my wife and I came out roughly the same 'score' with me a little more risk adverse than she was. Rob Young then explained what he proposed and set about investing our funds. In these difficult times, especially with Covid, we have seen a good increase in our portfolio. Rob is always on hand to answer any questions and explain the most tax efficient way to move our funds about. Black Swan and Rob are in constant touch with thoughts and ideas, but not so often that they become a nuisance. We would certainly recommend others to Black Swan and, in particular Rob Young, who has done such a good job on our behalf over the years. In fact, we have already recommended him."
"I have been very impressed. I needed advice on how to make the best use of my savings in my current situation. Jim Anderson was excellent in all respects; unfussy and sensible, his proposals were exactly what I needed to help me think through my needs. When I had sudden queries, his responses were quick, efficient and reassuring. I would certainly advise other people to approach Black Swan."
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