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...
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