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Wednesday, July 24, 2024
FinanceMANCHESTER TRIO LAUNCH PERSONAL FINANCIAL MANAGEMENT SERVICE

MANCHESTER TRIO LAUNCH PERSONAL FINANCIAL MANAGEMENT SERVICE

A trio of experienced Manchester financial planners have teamed up to launch a new business, offering independent financial planning across the UK.

Cheadle-based Sylvan Financial Management is backed by over 40 years combined experience of the three directors, all of whom are Chartered Financial Planners and live in Greater Manchester.

Jane Patrick, Ed Painter and Adrian Edwards have all worked together previously in an independent setting and believe that financial advice has never been more important in the UK’s unprecedented and fast changing economic environment.

Sylvan Financial Management will provide advice to a variety of individuals – whether working, retired or planning to retire – on all areas of finance including pensions, investments, estate planning and tax mitigation.

Painter explained: “Two key factors when choosing a financial advisor are trust and independence. The three of us have all been successful in building strong relationships over many years with our clients and we’ve all worked together at various stages in our careers so we know each other well and have a large reservoir of experience to call on”

Patrick added: “Our independence means we look at the whole of the market when assessing our client’s needs and we believe this provides us with a competitive advantage. We are backed by the award-winning Sense network, who provide us with the support that is vital we need to give clients the best advice and to maintain our independence. Sense members collectively manage in excess of £2 billion pounds worth of funds on behalf their clients.”

“The global economic outlook is uncertain, which means that a responsive and personal service is more important than ever “, said Edwards. “Added to that, tax legislation is evolving rapidly and we help our clients to keep up to date with it. We are all relatively young and will be here to help families across generations. We all take great personal satisfaction in ensuring that individuals are getting the most out of their money.”

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