


Sylvan Financial Management
Financial Services • Cheadle, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 5300 Lakeside, Cheadle, England sk83gp, GB |
| Phone number | +4412990055 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advice, Investment, Financial Planning, Retirement, Cash Flow Forecasting |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contacts at Sylvan Financial Management
Adrian Edwards
Director & Chartered Financial Planner
Ed Painter
Director - Chartered Financial Planner
Jane Patrick
Director
Sylvan Financial Management Email Formats
Sylvan Financial Management uses 2 email formats. The most common is {first initial} (e.g., j@sylvanfinancial.co.uk), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sylvanfinancial.co.uk | 75% |
{first name} | john@sylvanfinancial.co.uk | 25% |
About Sylvan Financial Management
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.
Sylvan Financial Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Sylvan Financial Management has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Sylvan Financial Management has never raised funding before.
Sylvan Financial Management Tech Stack
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Frequently asked questions
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