Jane Patrick

Jane Patrick

Sylvan Financial Management

Minimum savings/pensions: Over £500,000

0161 937 7600
Based in Cheadle
View location

Top Rated 2025
Verified since: May, 2021

4.9 out of 5

84 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 May 2025

    Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Jane has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 24 July 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jane has provided information on their typical fees

    Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jane

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 13 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 May 2025

    Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Jane has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 24 July 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jane has provided information on their typical fees

    Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jane

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 13 first impressions)

Jane is one of the founding Directors of Sylvan Financial Management. Jane advises clients on how best to structure their wealth and meet their objectives with a particular focus on complex pension issues. Jane has a broad range of clients and has helped many people through difficult situations such as divorce and bereavement. Jane prides herself on being friendly and approachable and focusses on being clear and concise with her advice to ensure clients fully understand their options and the solutions recommended. ​Jane is a Chartered Financial Planner with 20 years industry experience.

Offers available through VouchedFor

Contact Jane through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Jane's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

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