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  • Writer's pictureAdrian Edwards

Sylvan Financial Management named as one of the top 100 financial planning firms in the UK

This month, Citywire released its annual New Model Adviser Top 100, recognising the very best firms in the UK financial planning community.

We’re delighted to announce that, for the first time, we’ve been named one of the top 100 financial planning firms in the country.

This recognition comes hot on the heels of two other award successes for the business – read on to find out more.

Achieving nationwide “Top 100” status for the first time

Citywire compiles its Top 100 list using a rigorous points system designed to identify firms offering true value to clients.

To be included, firms must demonstrate a wide range of exemplary practices, including robust investment propositions, good use of technology, and a strong contribution to professional standards.

Citywire also commended our commitment to showing the next generation of advisers that an unwavering commitment to a client-centric approach can result in success.

They also highlighted how, in just three years, we have grown to a team that services 171 households and expanded to eight employees.

Recognition by Citywire is a huge honour that showcases the commitment and dedication of the whole Sylvan team.

Highly commended at the 2023 Stockport Business Awards

The Stockport Business Awards was founded to highlight and celebrate business excellence in the region.

Last month, at a black-tie ceremony at Edgeley Park, we were highly commended in the “Most Promising Young Business” category. Featuring a range of young businesses from across the Stockport area, we’re thrilled to have been identified as one of the best new firms in the region.

The judges were impressed with our positive local impact, from our support for a Manchester homeless charity to the free workshops we offer, aimed at improving the financial education of those in local schools and learning environments.

Finalist at the 2023 Greater Manchester Chamber of Commerce Business Excellence Awards

The Chamber launched the Business Excellence Awards in 2021 to showcase and celebrate business achievements and resilience, highlighting businesses, leaders and teams who have demonstrated success within their industries and communities across Greater Manchester.

This year we were thrilled to be a finalist in the “SME Business of the Year” category.

Being recognised as one of Greater Manchester’s best small businesses, alongside firms in many other sectors, reflects our ongoing commitment to delivering high-quality financial planning for our clients.

Thanks to our team and loyal clients

We are immensely proud of these three achievements, not least being named as one of the leading financial planning firms in the UK in just our third year.

We’d like to thank everyone at Sylvan Financial Management for contributing to this fantastic achievement, and all our loyal clients for their support.

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