The Sylvan story

Nestled in the heart of Cheadle, we are a Chartered and independent financial planning firm. We work closely with you to understand your situation, your needs and priorities.

This is our story

Sylvan was formed in 2020 with a desire to guide individuals and families through life’s most important financial decisions. We’re passionate about providing independent advice that improves people’s confidence in their financial future.

In just a few years, we’ve grown from a team of three to a group of 10 talented individuals, all driven by the same vision. And let’s not forget that we’ve proudly achieved Chartered status along the way.

The team making it happen

We turn goals into reality. Confusion into clarity. And we can do this because of our highly qualified and passionate team who drive each other to make a difference each day. Get to know the people who make all this happen.

Meet your team