We recommend that you always ensure monetary background in advance of working having people financial planner, financial agent, funding agent otherwise agent. Black colored Swan’s credentials can be seen less than.
Professionally
I’ve has worked in lot of separate financial agent providers, and you may economic services companies of numerous sizes during the paraplanning and you will adviser help roles.
Day-to-big date, I look after buyer maintenance, device look and you may deal with meeting preparation for advisers.
Actually
I like hanging out with my personal boy and you may spouse, watching sports and you can attending series.
Tom on limelight
My prime sunday is:
My personal favorite holiday destination was:
My favourite tune to relax and play regarding the car are:
Easily could well be one character, I would feel:
Basically you can expect to change one passion for the an Olympic recreation, I would profit a good medal inside:
In the event the dessert eating plan comes, I’m wanting:
The three characteristics one to mark us to new people is:
My dogs peeve try:
An informed gift I’ve actually acquired is:
The 3 individuals at my fantasy supper party could well be:
The 3 little things that produce my go out top is actually:
Wants .
- Cricket
- Tottenham Hotspur
- Beer Home gardens
- Rugby
- Eating out
Dislikes .
- Wembley Arena
- Fruit-depending cider
- Lateness
- U2
- Horses
Customer recommendations
I’ve always discovered Black colored Swan become compassionate and facts of my personal quirky lives. I usually be it aim for myself an educated output while you are valuing my personal most recent need.
A client as the 2011
We would be very happy to strongly recommend the help and services i discovered.
A customer because the 2010
You will find been totally ineffective of finance – luckily our monetary agent is not! You will find retired having significantly more than We actually ever requested and you may expenditures still develop safely. Thus – thank you!
Bernadette Jane Warner
An individual because 2000
Happy towards top-notch services I’ve obtained and end up being a great deal pleased now using my funds setup order.
A person given that 2011
Julie Cooper is actually required to me because of the a-work associate. She has been quite beneficial, elite group and has now informed me that which you well. I’d needless to say suggest this lady functions so you can anyone else who’re trying to find https://hookupdate.net/flirtwith-review/ a monetary opinion.
A customer since 2018
…Solution has been first class.
A consumer because 2012
My concerns was answered certainly and i have remaining impression you to definitely my monetary issues come in an excellent hand.
A consumer as 2000
[A] safe collection of hand for the a complicated economic business.A customer because the 2003
A reliable company having a good communications feel and you can a experience in the financial avenues.
An individual just like the 2014
Maureen Pembridge try a long-day respected advisor to the family unit members. Industry you’ll change however, her focus on outline are consistent.
A consumer as 2000
I’m very happy to recommend Julie while the a trustworthy monetary advisor. She teaches you monetary slang within the simple language, and always listens carefully on my brand of financial needs features helped me result in the better of my personal coupons.
An individual since the 2010
We have for ages been satisfied with the way that Black Swan have handled my personal account. And i constantly discover the staff quite beneficial whenever i must name work.
Robert Anthony Matthews
A client because 2012
A beneficial personal service regarding a person I am aware and trust.
A person just like the 2010
I’m taking an excellent attributes off Black Swan, they’ve got my personal assets remedied that has been inside a beneficial piece of chaos.
A customer since the 2012
An excellent, effective class bringing clear ideas to shape a winning strategy.
Adrian Michael Levenstein
A person as the 2011
Black colored Swan try a pals getting top, with friendly teams and elite group advisors.
David Brian Jennings
An individual since the 2017
I have already been that have Black colored Swan for a long time. We have never wanted to change one thing. They offer a easy provider.
Martin Barrett Brooks
A client because 2010
Andy Peters might have been invaluable inside the first of all merging multiple retirement containers and then giving advanced level financing guidance. It has got given you a lot of morale to learn our monetary facts come in instance an excellent hand.
James Guillum Scott
A consumer because the 2014
I find my monetary advisor very easy to talk to and you can become you to she understands my life. This woman is always designed for assist once i need the lady and you will teaches you during the terms and conditions that i is also discover.
Margaret Ena Glasgow
An individual just like the 2000
Andy was a high quality Movie director, higher level communicator and you will frontrunner.
Black colored Swan Monetary Considered and Andrew in particular, are particularly brilliant at workouts exactly how chance averse we have been, and you may discovering choice that individuals feel safe which have. We are delighted on degree that people can also be continue steadily to take pleasure in a comfortable later years. Andrew Peters try a very, very friendly person who is very good to chat so you’re able to and easy to deal with. The guy shows you one thing most certainly in the layman’s terms and conditions, whenever we nonetheless don’t understand, the guy teaches you they until i perform!
Alan & Jane Dyer
Clients as the 2012
You will find constantly located Rob [Young] to be really friendly and experienced. You will find all count on regarding the recommendations considering and feel safe towards the decisions i’ve produced. There are specific ventures that people wouldn’t provides known regarding if Deprive hadn’t produced these to light, that makes the advice good value for cash so far as we’re also alarmed.
Peter & Pauline O’Halloran
Members because the 2013
Deprive [Young] is quite experienced. I realized little about the different types of trusts that’ll just safe my earnings during the retirement, also log off a legacy having my children. I’meters glad which i wanted their recommendations as i performed.
A consumer due to the fact 2015
I am very pleased with the service provided for me by the the company and my agent Julie Cooper.
A person once the 2010
My partner and you will myself was in fact making reference to Black colored Swan getting a number of years. I have exposed to various other agents on business across the decades as well as have discovered the very useful in their own means. I met with James [Anderson] a few years ago and discovered your very helpful and you will knowledgeable. He provides in contact with us each day. We discover the firm pointers very useful and we feel totally safer with your money.
A customer as the 2015
I have usually receive my personal adviser are easy to get in touch with, extremely elite group in the approach, yet friendly and knowledge. I have a feeling of an experienced organization trailing him, extremely on your ball financially sufficient reason for a good criteria.
A client since the 2011
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