Sylvan Financial Management Ltd
We are an independent firm of financial advisers, owned and managed by the directors who are all Chartered Financial Planners. We provide financial peace of mind to clients allowing them to focus on what is important to them. Our advice focuses on investments, retirement, inheritance tax planning, cash flow forecasting and protection. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Your capital is at risk. The value of your investment (and any income from them) can go down as well as up. The Financial Conduct Authority does not regulate Tax and Estate Planning.
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Verified contacts
8
available on Kipplo
LinkedIn employees
8
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Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
1
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Monthly traffic
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- AE
Adrian Edwards
Director - Chartered Financial Planner · Finance & Accounting
EmailPhone - EP
Ed Painter
Director - Chartered Financial Planner · Finance & Accounting
EmailPhone - EP
Ed Painter
Director - Chartered Financial Planner · Finance & Accounting
EmailPhone - JP
Jane Patrick
Director · General Business & Management
EmailPhone - KS
Katy Sinar
Head of Paraplanning · Operations
EmailPhone - CB
Callum Berry
Paraplanner · Finance & Accounting
EmailPhone - KB
Kirstie Bevans
Administrator · Operations
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Sylvan Financial Management Ltd
5 distinct titles indexed · top 5 shown.
- 3director - chartered financial planner
- 1administrator
- 1director
- 1head of paraplanning
- 1paraplanner
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