Tom Warren. My in person meetings which have Rob Younger and you may Jessica Lyons in the morning really open and clear.
It is recommended that you always make certain financial credentials in advance of doing business that have people economic coordinator, monetary agent, funding adviser or agent. Black colored Swan’s background can be viewed below.
Skillfully
I’ve has worked in a lot of separate financial adviser providers, and you can economic services people of several versions when you look at the paraplanning and you may adviser help positions.
Day-to-day, I take care of client servicing, device look and take on fulfilling preparing having advisors.
Actually
Everyone loves getting together with my boy and you may companion, seeing activities and you will probably series.
Tom on the limelight
My prime weekend is:
My favorite destination was:
My personal favourite tune to try out throughout the car is actually:
Basically would be any personality, I might become:
Easily you are going to change people activity towards the an enthusiastic Olympic recreation, I would personally winnings good medal from inside the:
When the dessert diet plan appear, I’meters selecting:
The three features one to draw us to new people are:
My personal dogs peeve is actually:
An informed gift I’ve ever gotten is:
The three individuals at my dream social gathering could well be:
The three little things that produce my personal big date ideal is actually:
Enjoys .
- Cricket
- Tottenham Hotspur
- Alcohol Landscapes
- Rugby
- Eating dinner out
Detests .
- Wembley Stadium
- Fruit-built cider
- Lateness
- U2
- Ponies
Visitors feedback
I’ve constantly receive Black colored Swan becoming caring and you will knowledge of my wacky lives. I getting it aim for me personally an informed efficiency when you are valuing my personal latest demands.
An individual due to the fact 2011
We could possibly getting pleased to suggest the support and you can services we located.
A consumer while the 2010
I have long been completely useless regarding financing — luckily our very own monetary agent is not! I’ve resigned that have way more than We ever expected and financial investments continue to expand securely. Thus — thanks a lot!
Bernadette Jane Warner
A consumer given that 2000
Very happy with the elite solution We have received and you will end up being a lot delighted now with my cash put in order.
A consumer as the 2011
Julie Cooper is actually necessary in my opinion by the a work colleague. She’s got come very beneficial, elite group features told me what you really. I would obviously highly recommend this lady functions to help you others that happen to be looking a monetary remark.
A customer because 2018
…Service has been top notch.
A person since the 2012
My personal issues have been replied clearly and that i have gone impression one to my personal economic issues come in a good hands.
A client just like the 2000
[A] secure collection of give for the an elaborate financial community.
An individual once the 2003
A reliable company which have a beneficial correspondence feel and you will a good expertise in the fresh new financial locations.
A customer while the 2014
Maureen Pembridge are a lengthy-big date leading coach to our household members. The marketplace you’ll vary but their focus on outline is actually consistent.
A person due to the fact 2000
I’m very happy to recommend Julie given that a trustworthy financial advisor. She demonstrates to you financial slang in basic language, and constantly pays attention very carefully on my type of economic needs and has made me improve better of my personal savings.
A person because 2010
You will find for ages been satisfied with the way Black Swan possess treated my personal account. And i also constantly discovered the staff quite beneficial when i must label work.
Robert Anthony Matthews
A person because the 2012
An excellent personal provider away from a man I’m sure and you may believe.
A client given that 2010
I’m providing a great characteristics out-of Black colored Swan, they have my personal assets remedied that was inside the an excellent bit of chaos.
A consumer while the 2012
Good, productive party providing clear tips to shape a winning strategy.
Adrian Michael Levenstein
A customer because 2011
Black colored Swan is actually a friends getting trusted, that have friendly personnel and top-notch advisers.
David Brian Jennings
An individual once the 2017
I was that have Black colored Swan for a long time. I have never ever wanted to transform some thing. They give a beneficial straight forward services.
Martin Barrett Brooks
A consumer once the 2010
Andy Peters might have been indispensable during the first combining multiple your retirement containers and offering excellent financing information. It has considering all of us a great deal of comfort to understand which our monetary products come in eg an effective give.
James Guillum Scott
A client since 2014
I have found my economic coach simple to keep in touch with and be you to definitely she knows my personal lives. She is constantly available for let while i you desire the girl and you may teaches you within the terms and conditions which i is also see.
Margaret Ena Glasgow
A customer once the 2000
Andy is actually a high quality Manager, excellent communicator and you will chief.
Black colored Swan Economic Believed and you can Andrew specifically, are particularly clever within exercise exactly how chance averse we have been, and coming up with possibilities that individuals feel at ease that have. We have been happy on the training that we can also be still appreciate a comfortable old age. Andrew Peters was an extremely, extremely amicable person who is superb to chat so you’re able to and simple to manage. The guy demonstrates to you some thing extremely demonstrably when you look at the layman’s conditions, if in case i nevertheless wear’t learn, he teaches you it up until i create!
Alan & Jane Dyer
Members just like the 2012
I have usually found Rob [Young] to get extremely approachable and you can experienced. I have all the believe on the advice provided and feel safe to your conclusion i’ve generated. There are particular possibilities we wouldn’t features known regarding when the Rob hadn’t delivered them to light, that produces counsel value for money in terms of we’re also alarmed.
Peter & Pauline O’Halloran
Subscribers as 2013
Rob [Young] is quite knowledgeable. We knew little concerning the different varieties of trusts that will not just safer my personal money when you look at the later years, plus get off a history to own my family. I’yards happy that i sought for his pointers as i performed.
A person since the 2015
I am really happy with this service membership afforded to me by the the company and you can my personal adviser Julie Cooper.
An individual since the 2010
My wife and you will myself was basically making reference to Black colored Swan to own quite a while. I’ve confronted by more representatives on company across the many years and now have discover the quite beneficial in their ways. We confronted by James [Anderson] a short while ago and found him quite beneficial and experienced. He keeps in touch with united states several times a day. We find the organization guidance very useful and we also feel totally safer with this money.
An individual as 2015
You will find always discovered my personal agent as very easy to contact, really elite group inside the method, but really amicable and you may understanding. We have a sense of a skilled company at the rear of him, extremely on the ball economically in accordance with an effective standards.
A client as the 2011
Companion with the most reliable and you may experienced team off advisers
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