0330 038 8941
Based in Chorley
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2025
4.8 out of 5
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Sylvia and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Sylvia and/or the firm they work for (or are appointed representatives of) are currently pending
51
Recent Client Reviews
Sylvia has received 51 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sylvia has received 51 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 05 October 2020
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.
10
Qualifications Uploaded
Sylvia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Sylvia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sylvia has not yet added their fees to their profile
Fees not yet added
Sylvia has not yet added their fees to their profile
13
Positive First Impressions
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Sylvia (based on 13 first impressions)
85% of users who are not yet clients had a positive first experience with Sylvia
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Sylvia (based on 13 first impressions)
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Sylvia and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Sylvia and/or the firm they work for (or are appointed representatives of) are currently pending
51
Recent Client Reviews
Sylvia has received 51 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sylvia has received 51 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 05 October 2020
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.
10
Qualifications Uploaded
Sylvia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Sylvia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sylvia has not yet added their fees to their profile
Fees not yet added
Sylvia has not yet added their fees to their profile
13
Positive First Impressions
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Sylvia (based on 13 first impressions)
85% of users who are not yet clients had a positive first experience with Sylvia
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Sylvia (based on 13 first impressions)
Sylvia is based in One Four Nine Wealth (Chorley) and was the founder of the firm (previously 1st Chartered Financial Planning) before becoming part of One Four Nine in July 2023. She is passionate about delivering lifestyle financial planning and wealth management services and has been successfully doing so for over 30 years. Sylvia is a Chartered FCSI and Certified Financial Planner through the CISI, a Chartered Financial Planner with the Chartered Insurance Institute and an associate of the Institute of Bankers (ACIB) from her days working in the banking industry. Outside of work, Sylvia is just as passionate about her life in the countryside as she is about financial planning. She lives on a small farm in the Ribble Valley where she keeps, breeds and trains dressage horses alongside her husband Derek and two Labradors.
Offers available through VouchedFor
Contact Sylvia 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 Sylvia's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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