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Shackleton. Britain's financial adviser - London
Asesoramiento financiero experto para los inversionistas y las familias informadas de Londres.
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Business
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Asesoramiento financiero experto para los inversionistas y las familias informadas de Londres.
Shackleton ofrece servicios de asesoría financiera a medida en Londres, especializándose en estrategias de inversión, planificación de pensiones y gestión de patrimonio. Los asesores experimentados de la firma, entre ellos Jim Anderson, Rob Young y Andrew Peters, ofrecen asesoramiento claro y personalizado para ayudar a los clientes a gestionar el ahorro, las inversiones y la eficiencia fiscal. Con un enfoque en comprender las circunstancias y metas individuales, Shackleton ofrece soluciones financieras fiables y a largo plazo para particulares y familias que buscan optimizar sus carteras de inversión y asegurar su futuro.
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Estrategias personalizadas para hacer crecer tu cartera con una evaluación de riesgos clara y opciones fiscalmente eficientes.
Guía experta sobre elecciones y optimización de pensiones para la seguridad de la jubilación y la planificación de ingresos.
Consejos personalizados para maximizar los rendimientos de los ahorros, ayudándote a aprovechar al máximo tus fondos.
Planificación proactiva para reducir el impuesto de sucesiones y mejorar la eficiencia financiera general.
Evaluación y gestión integral de riesgos financieros para proteger y hacer crecer tu riqueza.
Apoyo para gestionar legados y planificar para las futuras generaciones con estrategias financieras sólidas.
Calificación general
Richard Richardson
Andrew Peters has given my wife and I excellent financial advice for several years. We have every confidence in him and greatly appreciate his sound advice on optimising our savings, pensions and investments. He has helped us develop and mature our strategies for investing, risk management and inheritance tax reduction. We value the support that Black Swan Financial Planning provide our family and regard Andrew as a trusted adviser and friend.
Josephine Cavendish
We have been working with Steve from Black Swan for many years. I particularly appreciate the time he takes to understand your circumstances, wishes and aspirations in the broadest sense, not only from a strictly financial perspective, since these do essentially underpin financial decisions that one makes. His advice and support has always been measured and supportive, guiding you in the right direction so that you are as confident as possible about the path being taken. He knows that I am not a financial whizz-kid and he explains things to me in language I understand!!
Mick Pinson
Black Swan have been advising on my investments for many years. Jim Anderson, was the first advisor I’d met who could explain clearly the various options, leaving my in a position where I understood the benefits and possible disadvantages. He has advised me in an even-handed manner with no pressure to make any quick decisions. Overall a first rate service, I’m very satisfied with the experience of Black Swan dealing with my investments and now advising on my pension choices. I would have no hesitation in recommending Jim and Black Swan to anyone who was seeking any financial advice. Mick Pinson
Richard Eccles
My wife and I were left a legacy which we wanted to invest in something that would give us a better return than the normal banks and building societies. For this we needed someone professional who was working for a company with an excellent reputation. Rob Young came to us on recommendation and after an initial meeting knew that he was the person for us. He carefully guided us through the various pros and cons of investments in terms that we could readily understand. He constantly advised us that our investment was 'at risk!' To help counter this we filled out a long questionnaire to ascertain the amount of risk we wanted to take . independently my wife and I came out roughly the same 'score' with me a little more risk adverse than she was. Rob Young then explained what he proposed and set about investing our funds. In these difficult times, especially with Covid, we have seen a good increase in our portfolio. Rob is always on hand to answer any questions and explain the most tax efficient way to move our funds about. Black Swan and Rob are in constant touch with thoughts and ideas, but not so often that they become a nuisance. We would certainly recommend others to Black Swan and, in particular Rob Young, who has done such a good job on our behalf over the years. In fact, we have already recommended him.
Paul Russell
I have been very impressed. I needed advice on how to make the best use of my savings in my current situation. Jim Anderson was excellent in all respects; unfussy and sensible, his proposals were exactly what I needed to help me think through my needs. When I had sudden queries, his responses were quick, efficient and reassuring. I would certainly advise other people to approach Black Swan.
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