Sylvan Financial Management

I contacted Adrian when my elderly parents needed financial advice after inheriting a family property. From the start he has been respectful and sensitive to their needs. He has made every effort to understand their existing financial position and to act in accordance with their wishes, while ensuring they retain money for future needs. His communication has been excellent; phone calls and meetings have been unhurried, and emails have been responded to clearly and promptly. Adrian was able to give excellent advice from the start, including a holding strategy while finances were restructured. My parents found Adrian very helpful and pleasant; they appreciated the fact that he wasn’t pushy. They felt that he explained things well and helped them to understand matters that were outside their expertise. We would have no hesitation in recommending him to others.

Adrian has helped us hugely with understanding our finances and how to get the most out of our earnings. We first approached him after having our daughter and wanting to ensure her future and our future as a family is protected and headed in a positive direction. Adrian helped us make sensible choices in terms of savings and in our other financial avenues. We feel comfortable sharing all our concerns and financial burdens with him and would highly recommend him!

We have been with Ed at Sylvan Financial Management for a couple of years and we’ve always been very happy and well looked after. The transition process was simple, and looked after by Ed. Since then he regularly checks-in and takes the time to understand our requirements and gives clear advice that is digestible! Thank you.

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!

My wife and I been very impressed with their attention to detail, responsiveness and personal service, dealing mainly with Adrian. They have listened carefully to our needs, and acted in line with our best interests. We feel very much valued by Sylvan, which is very important for us. Results so far have been excellent! Would highly recommend.