Sylvan Financial Management

How do I plan for retirement?  How do I make my savings and investments work for me?  Can I afford to give money to my children?  How can I reduce Inheritance Tax?   What would happen to my family or business if I died or became seriously ill?

These are some of the questions that Sylvan Financial Management can help to answer through comprehensive financial planning and independent investment management.  

Sylvan's Directors are all Chartered Financial Planners with specialist qualifications in investments, pensions and estate planning.  Between us, we have combined experience of over 40 years working for reputable financial institutions, advising individuals, including business owners and legal professionals.   
 
We strive to get to know our clients and to understand what is important to them.  Long term relationships are central to our service.   We pride ourselves in often dealing with many generations of the same family, helping to guide them through important financial decisions.