Why Sylvan?
While being Chartered, independent and recognised as a VouchedFor Top Rated Firm are compelling reasons to choose us, our uniqueness extends beyond these accolades.
A focus on planning
We are independent
Director-led advice
Here for the long term
We are Cheadle's only
Top Rated Chartered Firm
We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2026 guide, distributed by the Times and the Telegraph.
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 Chartered Firm.
Recognised for excellence – A shortlisting made possible by you!
We are proud to have been shortlisted in VouchedFor’s annual awards in 2026 for the Client Impact, Client Communication and Firm of the Year categories.
This recognition is entirely thanks to the incredible feedback from our valued clients, and we are truly grateful to everyone who took the time to leave us a review. Being shortlisted for these awards reflects our unwavering commitment to integrity, innovation, and personalised service.
We’re Chartered Financial Planners
We hold the esteemed “Chartered Financial Planners” status, awarded by the CII. This is something we worked incredibly hard for and was one of our goals when setting up the firm in 2020. Alongside our firm’s Chartered status, all three of our directors are qualified as individual Chartered financial planners, which means we are qualified to degree level.
Helping people across the UK
Although our office is based in Cheadle and our team all live in the surrounding areas, we can provide advice to people all over the UK. Don’t let distance deter you from receiving high-quality advice, whether in person or virtually. We’re flexible and committed to meeting your needs.
A team here for the long run
When you choose a financial planner, you want to be certain that they will be there to look after you and your family well into the future. With years of experience in financial services and a genuine passion for what we do, rest assured that we're here to stay and support you every step of the way!
People love what we do
1000%
of clients believe that working with us has helped, or will help, them achieve their financial goals.
1000%
of clients would recommend us to their friends, family or colleagues.
98.990%
of clients were very satisfied that we understood their financial goals and aspirations, with the remaining 1.01% being mostly satisfied.