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Lo Isabelle's Company Details

Black Swan Financial Planning

N/A, N/A, UK • 20 - 49 Employees
Financial Services

Black Swan Financial Planning is a regional IFA targeting London and the Home Counties. We have grown our business rapidly through acquiring the businesses of small, retiring IFAs and servicing the needs of the clients we acquire.The company was established in 2000 and has revenues generated from the investment, pensions and insurance work we do for our clients. We have grown rapidly into one of the top 150 IFA firms, with circa 30,000 clients and over £500 million in assets under management. The company is on an upward growth trajectory and we are backed by supportive shareholders who share our ambitions to be a leading UK IFA firm.Clients receive a truly personalized service delivering outstanding results and financial peace of mind. Every client relationship is important and not just a number on a spreadsheet. Our staff are qualified to the highest level and are continually encouraged to improve themselves. We use cutting edge technology to facilitate the service we deliver and the recommendations we make. Our City of London office is a warm and welcoming environment where every opinion is respected. We work collaboratively as a team, with our staff being rewarded with outstanding experience and knowledge, industry recognition, financial rewards and the satisfaction of a job well done.Black Swan has very little hierarchy, and a flat management structure. Group dynamics are a core part of the company's culture.