Archive for March, 2010

Click the link below to read about how Black Swan Financial Management constructs investment portfolios:

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Click below to download a Client Authority. This form can be used to appoint Black Swan Financial Management as the recognised financial advisor for your existing financial arrangements.

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Black Swan has provided a financial advisory service to our Company for a few years now. The IFA was very professional and responsive, and the feedback from our employees was always positive. I would recommend Black Swan to other companies looking for a committed and reliable financial advisory service.

I recently used Black Swan Financial Management to help establish a SIPP and advise on selection of a trustee in connection with a commercial property purchase. I was thoroughly impressed with the professionalism, attention to detail and market knowledge and would have no hesitation in recommending their services.

Mark Pritchard has been my financial advisor for over a year, during which he has drawn up and implemented an investment programme tailored to my needs and values.  This, in turn, has given me control of my financial affairs and the confidence to move on with my life.   He is always available, listens and assesses effectively and takes the essential long view that will give me security and the growth of my assets.

We have engaged the independent financial advice of Mark of Black Swan Financial Management for some 9 years and have been very satisfied with his service. He is very thorough at determining clients’ needs and aims, and astute at advising on short and long term investments and proposing the appropriate products and funds. We have every confidence in his knowledge and skill in financial markets, and we have been well rewarded in investment returns.

Mark Pritchard has been our financial advisor now for many years and we are pleased to say we have developed a trusting and positive relationship with him, having visited him at his office and received many visits at our home.

After long careers in teaching, we both needed guidance on pensions and investing savings and Mark has been a constant source of sound advice. He has the ability to explain matters in a way that is easily understandable to the lay person. After each meeting, Mark has followed up with a detailed, written analysis which we have always found interesting and useful.

Mark is extremely engaging and courteous as well as being up-to-date and extremely informative and knowledgeable. He always seems to be available by phone or e mail and arranges visits to suit us, often at quite short notice.

We place great trust in Mark’s advice and guidance and would recommend him to others with complete confidence.

As someone rapidly approaching 50 a few years ago I needed to have a long, hard, look at how my ‘golden’ years would be financed; especially when I really had no idea about the options and the best way to do it. I’d had exposure to some Financial Advisers in the past and, generally, went along with what they said because it seemed to make sense at the time (but actually made little or no sense at all and I was too embarrassed to say so). Then I was introduced Mark and Black Swan Management. At last I was able to speak to someone who would listen to what I wanted to do, put together a plan that would get me there and explain it in a way that I could understand. I have followed his advice since then and would recommend others to do so. Mark has proactively advised me during the 2009 recession, protecting my pension ‘pot’ as far as could be done, resulting in my finances being where they need to be to, hopefully, allow me an early retirement with time to enjoy life and the money to do it with. Couldn’t have done it without Marks’ advise and, patient, guidance.

Mark is the most amazing financial advisor. He manages to translate the financial maze and possibilities into plain English! What is more important is the care and support taken to ensure that the best solutions are found for your lifestyle. We don’t believe you could get better attention and we would highly recommend Black Swan.

Mark has been my financial adviser for over ten years. He has always given me sound financial advice, always putting my interests first rather than selling me an unsuitable product. He is never pushy and totally honourable. I would recommend using him to anyone.