Jessica Lyons
Black Swan Financial Planning (part of Shackleton)
Minimum savings/pensions: Over £100,000
0330 038 8939
Based in Bank
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2021
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jessica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jessica's status
Last checked: 19 March 2025
Jessica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jessica's status
13
Recent Client Reviews
Jessica has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jessica has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jessica has not yet added their qualifications to their profile
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Jessica has not yet added their qualifications to their profile
Transparent Fees
Jessica has not yet added their fees to their profile
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Jessica has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jessica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jessica's status
Last checked: 19 March 2025
Jessica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jessica's status
13
Recent Client Reviews
Jessica has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jessica has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jessica has not yet added their qualifications to their profile
Qualifications not yet added
Jessica has not yet added their qualifications to their profile
Transparent Fees
Jessica has not yet added their fees to their profile
Fees not yet added
Jessica has not yet added their fees to their profile
I advise people who are: • Building up their wealth: often in their 30s and 40s we provide expert advice to help clients understand the action they need to take to achieve their future financial goals • Thinking of retiring soon: we help clients in their 50s and 60s to prepare for a retirement which enables them to do what they’ve always wanted to do, when they want to do it • Already retired: we help clients to make sure they have enough money to last throughout retirement, whilst enjoying their chosen lifestyle It’s only by understanding you, your unique personal circumstances and your aspirations, that I can deliver a personalised service which delivers financial peace of mind. Should you choose to work with me to achieve your financial goals, I will work collaboratively with you, listening to your needs and aspirations and keeping you fully informed at all stages. If you would like to discuss your financial goals - at no cost to you - contact me to arrange a no-obligation initial meeting. During the coronavirus crisis, I am available to help via telephone and videoconference.
Offers available through VouchedFor
Contact Jessica through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jessica's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Black Swan Financial Planning is the trading style of Black Swan Capital Ltd. The firm is registered in England and Wales, company no. 03799866, registered address 18a Tower 42, 25 Old Broad Street, London, EC2N 1HQ. Black Swan Capital Ltd is directly authorised and regulated by the Financial Conduct Authority, registration no. 229892