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Sylvan Financial Management Adviser Cheadle Near Me

Providing you with financial peace of mind.

HOW CAN WE HELP

How do I plan for retirement?  How do I make my savings and investments work for me?  Can I afford to give money to my children?  How can I reduce Inheritance Tax?   What would happen to my family or business if I died or became seriously ill?

These are some of the questions that Sylvan Financial Management can help to answer through comprehensive financial planning and independent investment management.  

Sylvan's Directors are all Chartered Financial Planners with specialist qualifications in investments, pensions and estate planning.  Between us, we have combined experience of over 40 years working for reputable financial institutions, advising individuals, including business owners and legal professionals.   
 
We strive to get to know our clients and to understand what is important to them.  Long term relationships are central to our service.   We pride ourselves in often dealing with many generations of the same family, helping to guide them through important financial decisions.

We measure the quality of our service by placing a high value on client feedback.  Read what our clients are saying about us below:

How we help
We’re a VouchedFor Top Rated Firm
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We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2024 guide, distributed by The Times.

 

VouchedFor is the UK’s leading review website for financial advisers, and the Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we’re Cheadle's only Top Rated Firm.

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WHY CHOOSE US?

 OUR INDEPENDENCE

Independent advice is the only type of advice that researches the whole of the market, covering all types of retail investment products that may be appropriate to your objectives and requirements.

We strongly believe that our independence enables us to deliver better outcomes for you and we will remain committed to being independent.

A PERSONAL TOUCH

We pride ourselves on delivering a highly personal and responsive service that is tailored to your needs.

We will always ensure that you have a dedicated point of contact.

We provide a superior and convenient service. This is a priority for us, as we know that your time is valuable.

VALUE FOR MONEY

Charges can have a significant impact on investment growth and we want to make sure that you get value for money.

 

We will ensure that we remain competitively priced and are proud to offer a transparent fee structure.

 

Find out more about our fees here.

OUR QUALIFICATIONS

The entry-level qualification to be a financial adviser in the UK is equivalent to an A-Level.

We are Chartered Financial Planners which means we are qualified to degree level. Between us, we also hold specialist qualifications in pensions, trust and estate planning, investments and economics.  

We believe that our qualifications enable us to deliver better outcomes for you. 

OWNER-MANAGED

Sylvan Financial Management is equally owned and managed by Ed, Jane and Adrian, with no external investors or shareholders.

 

This enables business decisions to be made efficiently, with no external influence and most importantly, we have the freedom to make the decisions that we believe are in your best interests.

HERE FOR THE LONG TERM

We know that changing your advisers can be stressful and sometimes upsetting.

We have a solid working relationship in financial services which stretches back over the years.

We started Sylvan Financial Management with a shared goal of ensuring that you can be confident that we will be there to look after you and your family, well into the future.

OUR SERVICES

We take the time to get to know you, to understand your situation, your hopes and goals, so that we can create a personalised and adaptable financial plan that helps you to meet them.  This typically incorporates one or more of the following services (please click for further information):

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OUR CLIENTS

Individual Advice
Business Owners Advice

INDIVIDUALS

Our clients come from a range of different backgrounds across the UK.  They have a variety of needs which drives them to seek advice from us.  It could be help with:

 

  • Planning for retirement.

  • Getting the most out of their savings and investments.

  • Structuring their personal finances to save tax.

  • Ensuring there is adequate protection in the event of death or ill-health.

BUSINESS OWNERS

Business owners often have financial needs that require a degree of fluidity. 

 

We help them to consider the financial implications of death or ill health, together with longer-term investment,  retirement and tax planning. 

 

We help business owners prepare and plan for life after the sale of their business.

LEGAL PROFESSIONALS

We work with Solicitors, Judges, Barristers and Partners in law firms across the UK. 

 

We find that our legal professionals have little free time and prefer to appoint an expert to help manage their finances. 

 

This  typically involves planning around complex pension issues such as the Lifetime Allowance and the Tapered Annual Allowance.

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WHO WE ARE

Adrian Edwards FPFS TEP

Jane Patrick APFS

Ed Painter FPFS IMC

Director

Director

Director

Kate Jones

Senior Administrator

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0161 531 6285

Katy Sinar

Head of Paraplanning

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0161 531 6285

Matthew Faulkner

Trainee Paraplanner

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Gordon Mazza MBA

Advisory Board Member

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Lauren Keeble

Administrator

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Andrew Roberts

Advisory Board Member

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Sylvan Financial Management is an appointed representative of Sense Network Limited. We chose to work with Sense because they are committed to adviser independence and Sense's beliefs and values matched our own. Sense provide us with the compliance support and expertise we need in order to give quality independent financial advice. For more information on Sense click on the logo above. 

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HOW WE GIVE BACK

We believe that financial education can transform lives and every business should engage with the community where they are based.

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MY PERSONAL FINANCE SKILLS

We work with the Personal Finance Society to help deliver educational sessions to local schools and colleges.  These cover a range of topics including the basics of tax when starting a job and how to stay safe from financial scams.

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MANCHESTER ROUND TABLE

Ed is the Treasurer of Manchester Round Table.  A community-based charity dedicated to helping to support local good causes.

CONTACT US

We would love to hear from you. 

Feel free to call us on the numbers below, or alternatively send us a message on help@sylvanfinancial.co.uk or using the form below. 

Office:   0161 531 6285

Adrian:  07595 595 593

Jane:     07376 488 366

Ed:        07552 752 378

Address: 5300 Lakeside, Cheadle, SK8 3GP

Thank you, we will be in contact shortly.

We take your privacy seriously. Personal information submitted to us with this form will be treated in accordance with the Data Protection Act 2018 and General Data Protection Regulations ‘GDPR’ 2016. By submitting this enquiry form you expressly consent to be contacted without prior notice or arrangement by using the contact details you have provided on the form. For further information on how we treat your personal information, please view our Privacy Policy

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