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Our founder and director Paul Hutton set up Black Swan Financial in 2000 with the help of an old school friend. Since then, we’ve grown into one of the top independent financial adviser firms in the UK, helping families to grow their wealth and build financial stability.
Where do we cover?
Whilst most of our clients are typically based in London and the South East, we also offer client services to people across the UK.
Since the pandemic began in 2020, it’s become increasingly normal to hold virtual meetings. The popularity of zoom and other methods of video-conferencing mean that it’s never been easier to work with clients, wherever they may live.
Independant Financial Planning
We are an independent financial adviser firm, meaning that we work with clients to help them reach their financial goals. Having a good grasp of one’s personal finances is the foundation on which families can build financial stability and long-term financial growth.
Every client has unique circumstances, needs, and life plans which is why it’s important that we work with them to find the most appropriate strategy.
Whilst most banks, fund houses, and insurers can be inclined to push their own products, working independently allows us to find the ones that are most suitable for our clients.
What financial services we provide for growing families?
Working with a financial adviser can help families to gain financial security, gain peace of mind, and reach their life goals.
Whilst raising a family is a very rewarding experience, it can also give you a lot to think about. That’s why receiving professional advice can be great way to make dealing with finances less stressful.
Why work with a financial adviser?
A financial adviser can help a client cut through the jargon to make financial decisions easy to understand, whilst helping them to make informed decisions when dealing with complicated topics.
A financial adviser can help families with issues such as finding the most sensible way to invest their wealth, deciding which forms of financial protection they may need, or working out the best way to start saving for a child’s future.
Less Stress with Financial Planning
Being able to make informed decisions can go a long way in reducing the stress of dealing with finance, giving families one less thing to worry about.
As we previously mentioned, every client we meet has different circumstances and goals. That’s why we think it’s very important to take the time to get to know each client, so we can meet their needs more effectively.
Working with a Financial Adviser
Building up trust with the client can help them to give them confidence that their finances are in safe hands, which can be a weight off their mind.
However, one of the best ways that working with an adviser can help a client is to help them grow their wealth in the most effective way through sensible investment. This can give the clients more financial stability, helping them to absorb financial shocks and enable them to live the most comfortable lifestyle they can afford in retirement.
Whilst having a family is a delight, children can be very expensive so an adviser can also help families to organise their finances in a way that ensures their standard of living isn’t affected.
Investments for Children
Professional advice can also be useful for parents who want to put some money aside as a nest-egg for their children once they grow up. This can be helpful for paying for things such as living costs when a child goes to university or, in the long term, helping them to afford a mortgage deposit.
Finally, a financial adviser can help a family to find the right financial protections to help ensure that short-term disruptions, such as temporarily being made redundant or falling ill, don’t impact their progress towards their long-term goals.
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 office 34-37 Liverpool Street, London,EC2M 7PP. Black Swan Capital Ltd is directly authorised and regulated by the Financial Conduct Authority, registration no. 229892
At MyBump2Baby we understand the importance of financial planning for families and information from trusted financial advisers being available so that parents can make an informed decision about their protection needs. We work with one financial planning advisor in each area throughout the UK to help families make the right decision when it comes to investments, wealth management, tax planning, pensions, insurance and it is important to us that families can access trusted professional advice.
- Insurance & protection
- Pensions & retirement
- Financial planning
- Tax & trust planning