Telephone: 01344 873254

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Wealth Management Windsor, Ascot, Sunninghill

& Sunningdale

Located in Ascot, Berkshire, Black Swan Financial Management is a firm of independent financial advisers. For private clients we provide investment advice and expertise in financial planning and wealth management. For corporate clients we offer a range of services including group pension advice and employee benefit schemes.

What We Offer

• Free initial consultations
• A commitment to providing a high level of service
• Impartial and expert advice
• Ongoing reviews and appraisals
• Fee or commission payment options

The Services We Provide

Financial Planning: Our wealth management approach to financial planning brings together all aspects of our client’s financial affairs in a cohesive and tax efficient manner that enables the fulfilment of their financial and lifestyle objectives.

Investment Management: Our investment management approach has been developed over many years; it is prudent, consistent and transparent and is tailored to the individual needs of our clients.

Tax Advice: Our tax efficient investment strategies are designed to increase investment returns and reduce the effects of tax drag.

Estate Preservation: Working closely with other professional advisers (accountants and solicitors) we implement strategies that seek to mitigate inheritance tax.

Corporate Financial Planning Service: We advise small and medium sized companies about how to protect the financial interests of shareholders and investors and how to attract and retain the highest calibre staff with static and flexible benefit schemes.

Corporate Pensions Advice:

Companies in Windsor, Ascot, Sunninghill, Sunningdale and Windlesham frequently have specific questions regarding pension legislation and the types of pensions they should provide. Our corporate financial advice service addresses these issues.

Our Aims

• To provide the very highest levels of personal service
• To be approachable and develop relationships that will thrive over the long term
• To deliver value for money by applying our knowledge and expertise to our clients needs
• To articulate our advice and communicate clearly throughout our working relationship
• To put our client’s money to work for the best possible return with the least possible risk
• To be the first choice in for wealth management and pensions advice in Windsor, Ascot, Sunninghill Sunningdale and Windlesham

Investment Advice & Pension Planning

Windsor, Ascot, Sunninghill, Sunningdale

For more information about our investment advice services, pension planning and wealth management process, please call us on 01344 873 254 or complete the short contact form. Should you require a no obligation face to face meeting we are happy to make home visits within the Windsor, Ascot, Sunninghill and Sunningdale area. Please click here to view the latest copy of Black Swan Financial Management’s Service Agreement and Remuneration Schedule.

Black Swan Financial Management is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate taxation and trust advice.

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