About us
Who we are
Black Swan Financial Management Limited is a small financial planning firm established by (Christopher) Mark Pritchard in July 2007. With over 20 years’ experience as a professional financial adviser, Mark is level-4 qualified, and possesses a deep wealth of knowledge from which to draw.
With discretion and in the strictest confidence we offer initial and ongoing financial planning and advice services to private individuals, trustees and companies. Our fields of expertise include; savings, investments, retirement planning, estate preservation, family and personal protection.
What we do
We provide clear financial direction, solutions and co-ordinated strategies that will enable our clients’ financial objectives to be achieved. The financial advice we offer is independent, unbiased and bespoke, and as a regulated firm, our clients are protected under the Financial Services Compensation Scheme.
Setting up financial arrangements or creating a financial plan is not an end in itself. Instead, it is usually just a means to an end; meeting a future objective, funding an important life-event, passing wealth to someone else – or simply opening up options that wouldn’t otherwise be achievable. To ensure a financial plan remains relevant, or an investment strategy is achieving its targets, Black Swan Financial Management provides ongoing advice and reviews.
How we do it
We take a holistic 'wealth management' approach to long-term financial planning, employing cash flow forecasting our clients are able to see what their financial future may look like and as a consequence make informed financial choices.
At every step of the way personal service is of utmost importance, so whilst modern technology and outsourcing makes it possible for us to compete with the research capabilities of a large firm, our size enables us to provide discrete, value for money advice that is timely and directly relevant.
Are we right for each other?
Our approach may be different from other financial advisers. We recognise that we may not be the right choice for everyone and for this reason we offer a no-obligation ‘discovery’ meeting. Here we’ll explain our services in detail, offer an overview of how we would apply our expertise to your financial objectives and confirm what we would charge for our services. If we both agree to take matters forward, a further meeting will then be arranged.