Sylvan expands team to support 'solid' first year of growth

'We want to grow organically and through referrals'

Julia Bahr
clock • 3 min read

Sylvan Financial Management has announced “solid” growth in its first year of operation, which has ended with £64m of client funds in its care, according to the firm.

Set up in January 2020 by Jane Patrick, Ed Painter and Adrian Edwards, three qualified and experienced financial planners, the business has taken on three extra staff to look after the financial needs of more than 100 families, it said. Speaking to PA, Edwards said the founders were excited but apprehensive. "We have always wanted to run an independent advice firm having worked previously in both independent and restricted settings. Ed, Jane and I have all developed strong views on how we wanted to position our business and what we feel results in the best outcomes for our clients. We...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Firms urged not to rush sales

Isabel Baxter
clock 09 November 2026 • 4 min read
Verve Foundation launches financial planning career pathfinder

Verve Foundation launches financial planning career pathfinder

Free tool is for all candidates exploring roles and vacancies

Sophia Panayi
clock 09 November 2026 • 1 min read
Women in Financial Advice Awards 2026: Photo highlights from the night

Women in Financial Advice Awards 2026: Photo highlights from the night

Celebrating the best women in advice and financial services

Professional Adviser
clock 06 November 2026 • 1 min read