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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.
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.