Established in 2007, Black Swan Financial Management is an independent financial adviser authorised and regulated by the Financial Conduct Authority. Based in Ascot, Berkshire the firm welcomes clients from Sunninghill, Sunningdale, Windsor, Windlesham and surrounding areas.
We provide financial advice to private and corporate clients with the aim of helping them meet their financial aspirations and objectives. Because we’re independent and unbiased we always act in our clients’ best interests, and not those of a product provider, be it an ISA, Investment, Pension, Income Drawdown or Insurance Contract.
The inspiration for the firm’s name comes from the book ‘Fooled by Randomness, The Role of Chance in Life and in the Markets'. Written by highly acclaimed author Nassim Taleb, the book uses the discovery of black swans as a metaphor for risk and unexpected events. Through our financial planning approach, we seek to reduce the impact a black swan event could have on our clients financial ambitions.
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.
Harold and Eve G
Whilst we don’t profess to have any insight into the future, this time last year we concluded our investment review with the words “a sharp market decline may not be too far away”. Our concern at the time was not an unexpected black swan event, but the potentially explosive combination of excessive global debt and high asset prices.
2019 proved to be a good year for investment assets with above trend returns being produced by most of our example portfolios. We've updated the portfolio factsheets which can be viewed on the investments page...
It's that time of year when we review investment manager selection and the performance of our example portfolios. Tailoring our investment recommendations to meet the needs of our clients and not 'shoehorning' investors into model portfolios necessitates a deep knowledge of the investment landscape, portfolio construction techniques and requires a view on the current market and economic landscape.
Black Swan Financial Management Limited is authorised and regulated by the Financial Conduct Authority (466128). The Financial Conduct Authority does not regulate tax, legal advice or cash flow modelling.
The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
Black Swan Financial Management Limited is registered in England and Wales (6002491) at White Hart House, Silwood Road, Ascot, SL5 0PY.
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