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.

Why choose us to answer life’s big questions?

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A focus on planning

Financial planning is what we do best; there’s no better feeling than seeing a plan come to fruition. We enjoy getting to know our clients and understanding what’s important to them.

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We are independent

Our independence allows us to thoroughly research the market, offering tailored advice on various investment products to better meet your objectives and requirements.

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Our competitive fees

We do things differently. Rather than charge a percentage initial fee, we charge an upfront fee to cover the cost of the report, strategy meeting, discovery meeting, and implementing advice.

Our fees explained
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Director-led advice

Uniquely, all three of our directors are also Chartered financial planners, and between them, they hold specialist qualifications in pensions, trusts, estate planning, and investments.

The Financial Conduct Authority does not regulate trusts and estate planning.

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Here for the long term

We aren't just passing through. We’re here to stand by you and your family, today, tomorrow, and for many years to come.

We are Cheadle’s only
VouchedFor Top Rated Firm

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.

Sylvan Financial Management profile

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.

What this means for you

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!

Take a look at our Google reviews