Tom Warren. My personal face-to-face group meetings that have Rob Young and Jessica Lyons was really discover and you will readable.

It is recommended that you usually be certain that financial background in advance of conducting business having people financial coordinator, monetary agent, funding adviser or agent. Black colored Swan’s credentials can be looked at below.

Professionally

I’ve spent some time working in several independent economic agent firms, and monetary functions businesses of several items when you look at the paraplanning and you can agent support opportunities.

Day-to-time, We manage client servicing, unit lookup and you can undertake conference preparation for advisers.

Personally

I enjoy spending time with my personal man and you can lover, seeing sports and you can probably series.

Tom about spotlight

My prime weekend might possibly be:

My personal favourite vacation destination is:

My favourite track to relax and play on car try:

Basically would-be any figure, I would personally be:

If i you are going to turn people interest on the a keen Olympic recreation, I might earn a medal from inside the:

In the event the treat menu will come, I’meters selecting:

The three functions you to mark me to new-people try:

My pet peeve is:

An educated present We’ve actually ever obtained is actually:

The three anybody within my dream dinner party would be:

The three little things which make my day most readily useful is actually:

Likes .

• Cricket
• Tottenham Hotspur
• Beer Gardens
• Rugby
• Eating dinner out

Detests .

• Wembley Arena
• Fruit-built cider
• Lateness
• U2
• Horses

Buyer testimonials

I’ve always found Black Swan to be caring and you will information of my personal quirky lifestyle. I usually become they shoot for me an informed yields whenever you are valuing my personal most recent requires.

A client due to the fact 2011

We would become thrilled to recommend the assistance and you can provider i receive.

A person as the 2010

We have long been entirely ineffective from funds – fortunately the economic adviser is not! I have retired with a great deal more than just We ever before requested and financial investments always expand securely. Thus – many thanks!

Bernadette Jane Warner

A customer while the 2000

Delighted for the professional solution I’ve acquired and you will be a great deal delighted today using my money setup acquisition.

An individual just like the 2011

Julie Cooper is actually demanded in my opinion by the a-work associate. She has come quite beneficial, elite and it has explained what you well. I would personally however highly recommend the girl functions so you can anybody else that happen to be selecting a financial remark.

An individual while the 2018

…Provider has been top notch.

A customer while the 2012

My inquiries was basically answered clearly and i have left effect that my monetary issues have been in good hands.

An individual just like the 2000

[A] safe set of hands in the an elaborate financial community.

A consumer since 2003

A reliable company which have an excellent interaction experience and a good knowledge of the fresh new financial segments.

A customer because the 2014

Maureen Pembridge was an extended-time top mentor to your members of the family. The market you are going to fluctuate but this lady focus on detail try uniform.

A client as 2000

I’m thrilled to strongly recommend Julie since a trustworthy financial coach. She explains monetary slang inside the simple language, and constantly pays attention very carefully back at my kind of economic requires and has now helped me make better of my discounts.

An individual given that 2010

We have for ages been pleased with the way Black colored Swan possess handled my membership. And i constantly receive the employees very useful when i need certainly to telephone call work.

Robert Anthony Matthews

A consumer once the 2012

A beneficial individual solution of one I understand and you can believe.

A customer due to the fact 2010

I’m delivering a good characteristics of Black Swan, they have got my assets settled that was in a beneficial piece of chaos.

A consumer because the 2012

A good, successful class delivering obvious ideas to figure an absolute approach.

Adrian Michael Levenstein

A client as the 2011

Black colored Swan is actually a pals is leading, with friendly group and elite group advisers.

David Brian Jennings

A client as the 2017

I’ve been having Black Swan for many years. I’ve never wished to changes things. They offer a good direct services.

Martin Barrett Brooks

A customer as 2010

Andy Peters could have been invaluable in firstly merging numerous pension containers right after which offering excellent money guidance. It’s got given all of us a great amount of spirits understand that our monetary things have been in instance good give.

James Guillum Scott

A customer once the 2014

I find my personal economic advisor simple to communicate with and you can getting that she understands my personal life. This woman is constantly readily available for assist whenever i you want this lady and you may explains in words that i can be see.

Margaret Ena Glasgow

A consumer once the 2000

Andy was a first rate Movie director, higher level communicator and commander.

Black Swan Economic Considered and Andrew specifically, are particularly clever from the workouts exactly how exposure averse our company is, and you will discovering choice that individuals feel safe with. We are pleased in the training that people can continue to delight in a smooth senior years. Andrew Peters was an incredibly, very amicable person that is excellent to have a chat so you’re able to and easy to handle. He demonstrates to you one thing extremely certainly inside the layman’s terms and conditions, of course, if i nevertheless don’t understand, he shows you they up to i carry out!

Alan & Jane Dyer

Members as 2012

You will find always discovered Deprive [Young] become very friendly and you may educated. I have all of the count on regarding the advice provided and you will feel comfortable with the conclusion we’ve generated. There are certain possibilities that people wouldn’t has identified on in the event that Rob hadn’t put these to light, that produces the recommendations great value for cash as far as we’re concerned.

Peter & Pauline O’Halloran

Clients since the 2013

Rob [Young] is quite knowledgeable. We realized little towards different varieties of trusts that can not just safer my income from inside the advancing years, and also hop out a history getting my loved ones. I’meters grateful that i looked for his guidance once i did.

A client since the 2015

I’m extremely proud of this service membership provided if you ask me of the the organization and my personal agent Julie Cooper.

A customer as 2010

My spouse and you can myself have been writing about Black Swan having a number of years. You will find confronted with additional agents on company along side many years and have located most of the very beneficial in their own method. I confronted with James [Anderson] a short while ago and found him very beneficial and you may experienced. He possess in touch with you on a regular basis. We find the business recommendations quite beneficial therefore feel totally safer with your funds.

A consumer since 2015

You will find always found my agent to get easy to get in touch with, really top-notch inside the means, yet , amicable and wisdom. You will find a sense of a talented organization behind your, really on your ball economically with a conditions.

A customer because 2011

Companion with credible and you can knowledgeable cluster out-of advisers

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