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Corporate clients

We advise small and medium sized companies on a range of topics such as auto-enrolment, key person cover and shareholder protection as well as on products such as personal pensions, group life cover, group income protection and private medical insurance. From establishing basic workplace pension schemes to implementing flexible benefits, we deliver solutions that are fitting for the business and its employees. In turn, our solutions will add value that can be measured in cost savings, improved recruitment and staff retention.

Our approach is consultative and service driven, with the aim of delivering relevant solutions that meet the diverse needs of business owners and managers alike. We can provide advice about how to protect the financial interests of shareholders and investors, and how to attract and retain the highest calibre staff.

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Corporate clients

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business owners and company directors

Many of our clients manage and run their own businesses. They will often turn to us for advice on increasing cash flow, protecting the longevity of a business, reducing corporation tax liabilities, and building an exit strategy in order to achieve financial freedom.

In the course of advising business owners and company directors we thoroughly review existing provision and, in our capacity as independent financial advisers, consider the full range of options from the whole market.

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employee benefits

Working closely with finance and HR departments we determine the right solutions for staff and the business alike, helping to design, manage and administer reward schemes that can evolve with an organisation’s profile, market position and human resources capability.

Our services can include a benchmarking process for comparison to the company’s peers and competitors, and consideration of web-enabled technologies to deliver cost-effective and efficient communication of benefits.

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Black Swan Financial Management Limited is authorised and regulated by the Financial Conduct Authority (466128). The Financial Conduct Authority does not regulate tax or legal advice.

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

If you have a complaint relating to products or services bought from us online, you may refer your complaint to the online dispute resolution (ODR) platform at  

Black Swan Financial Management Limited is registered in England and Wales (6002491) at White Hart House, Silwood Road, Ascot, SL5 0PY.