Together, we better your financial future

We’re Chartered and independent financial planners here to support you through life's milestones with personalised financial planning tailored to your needs.

This is where your questions find answers, and your journey to financial freedom begins

Celebrating our achievements

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

Take a look at our reviews

Sylvan Financial Management profile

Read our VouchedFor reviews and see why we’ve been named a Top Rated Firm.

Posted on Google Google
Jonathan Lahy-Neary profile picture
Jonathan Lahy-Neary
April 16, 2024
Google star 1Google star 2Google star 3Google star 4Google star 5
Good, honest, helpful, knowledgeable and friendly advice. Highly recommended. Thanks
Posted on Google Google
Joseff Lea profile picture
Joseff Lea
October 31, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
I had a consultation with Adrian from Sylvan Financial Management, he was very professional, friendly and made sure he fully understood my individual circumstances. He answered all my questions, provided me with information of which I was unware and provided some useful recommendations which I certainly be using in order to make my investment portfolio and pension more efficient. I would definitely recommend them as a advisor and will certainly talk to them again if and when my circumstances change.
Posted on Google Google
Chloe Ford profile picture
Chloe Ford
October 27, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Adrian has been fantastic, he explains things super clearly, is very patient and organised. Very glad to have found him on recommendation from a family member. I trust that I’m in good hands and would recommend them to anybody.
Posted on Google Google
Sophie Hope profile picture
Sophie Hope
October 26, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
We have been with Jane at Sylvan for a year or so now, having switched from another firm, and I would wholeheartedly recommend their service. Jane is extremely professional, clear and informative. She has been incredibly considerate of my mum’s needs, explaining everything carefully and instilled a real level of trust and honesty. She also has a very natural, warm and attentive approach which is exactly what we were looking for! Amazing company!
Posted on Google Google
Cleo Roberts-Komireddi profile picture
Cleo Roberts-Komireddi
September 26, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
The team at Sylvan are extremely attentive and responsive. They have always offered measured and considerate advice that has allowed me to achieve my financial objectives. I highly recommend their services.
Posted on Google Google
Yianni D'Gama profile picture
Yianni D'Gama
September 25, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Adrian has been incredibly helpful with helping myself and my family. Everything has been well organised, friendly and makes you feel like you’re in safe hands! Would highly recommend Sylvan
Posted on Google Google
Lesley Peak profile picture
Lesley Peak
August 14, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Although we have only just moved to Sylvan we have used Adrian Edwards in the past and have been very pleased with his advice.
Posted on Google Google
pat dower profile picture
pat dower
August 2, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Our advisor from Sylvan (Adrian) took great care in understanding our needs and explaining our options. He also helped us with broader areas of our financial management, in addition to the investments we made. He made the process of transferring our old investments straight forward. He has always been on hand when questions have arisen.
Posted on Google Google
Ian Morris profile picture
Ian Morris
May 12, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
We were really pleased with the advice from Sylvan. Unlike so many companies these days, their information was clear, objective and refreshingly free from jargon. Jane gave us answers to any questions we raised, and our financial review with her was a very positive experience.
Posted on Google Google
Chris Bedford-Gay profile picture
Chris Bedford-Gay
May 5, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Worked with Ed @ Sylvan over many years in different roles from charity, volunteer, and even charitable-events (beer festivals and fireworks). Always giving back to his local community, but also giving expert and valuable financial advice @ Sylvan. Has helped me to plan my financial future. investments and pensions. Top service all-round.

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.

Our promises to you

Proactive

We prioritise doing the right thing and continuously seek ways to add value to our relationship with you.

Attentive

We attentively listen to and promptly address your queries, ensuring your satisfaction and understanding.

Resilient

We’re committed to remaining independent and being here for the long term to meet your needs.

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.

Be more curious

Sign up to receive the latest news and updates from our team.

Sylvan Financial Management Ltd
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.