Who we are

Black Swan Financial Management Limited is a small financial planning firm established by (Christopher) Mark Pritchard in July 2007. With nearly 20 years’ experience as a professional financial adviser, Mark is level-4 qualified, and possesses a deep wealth of knowledge from which to draw. The company is based in Ascot, Berkshire and welcomes clients from Sunninghill, Sunningdale, Windsor, Windlesham and surrounding areas.

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. By taking a forward-thinking approach, and by planning for the future, we seek to reduce risk and uncertainty.

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Who we are

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.

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How we do it

Personal service is of utmost importance to us and 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 to the individual.

We offer two distinct services: Financial Freedom - a wealth management service that takes a holistic approach to long term financial planning, and a low cost automated advice service, enabling people to invest online through a simple and affordable portal, backed up with the full protection of regulated advice.

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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.

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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 www.financial-ombudsman.org.uk

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 http://ec.europa.eu/odr  

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