Jane Patrick

Jane Patrick Email and Phone Number

Director & Chartered Financial Planner at Sylvan Financial Management Ltd @ Sylvan Financial Management Ltd
Jane Patrick's Location
Manchester Area, United Kingdom, United Kingdom
Jane Patrick's Contact Details

Jane Patrick work email

Jane Patrick personal email

n/a
About Jane Patrick

Experienced Chartered Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Inheritance Tax Planning, Investment Advisory, Wealth Management, and Pension Funds.

Jane Patrick's Current Company Details
Sylvan Financial Management Ltd

Sylvan Financial Management Ltd

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Director & Chartered Financial Planner at Sylvan Financial Management Ltd
Jane Patrick Work Experience Details
  • Sylvan Financial Management Ltd
    Director
    Sylvan Financial Management Ltd Jan 2021 - Present
    Greater Manchester, England, United Kingdom
    We provide financial peace of mind to our clients, allowing them to focus on what is important to them. Our service encompasses investment management, tax mitigation, retirement, inheritance tax planning, cash flow forecasting and protection. We are independent advisers and are owned and managed by the directors, who are all Chartered Financial Planners.
    View
  • Brown Shipley
    Chartered Financial Planner
    Brown Shipley May 2017 - Dec 2020
    Manchester, United Kingdom
    View
  • The Roberts Partnership
    Chartered Financial Planner
    The Roberts Partnership Sep 2012 - May 2017
    Manchester, United Kingdom
    View
  • Greystone Financial Services
    Technical Assistant
    Greystone Financial Services Jan 2011 - Aug 2012
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  • Premier Pensions & Tax Consultancy Limited
    Financial Adviser
    Premier Pensions & Tax Consultancy Limited Jan 2004 - Dec 2010
    Lymm, Cheshire
  • Standard Life
    Pensions Administrator
    Standard Life 2000 - 2003
    View

Jane Patrick Skills

Inheritance Tax Planning Pensions Wealth Management Retirement Planning Wealth Investments Investment Advisory Trusts Strategic Financial Planning

Jane Patrick Education Details

  • Chartered Insurance Institute
    Chartered Insurance Institute

Frequently Asked Questions about Jane Patrick

What company does Jane Patrick work for?

Jane Patrick works for Sylvan Financial Management Ltd

What is Jane Patrick's role at the current company?

Jane Patrick's current role is Director & Chartered Financial Planner at Sylvan Financial Management Ltd.

What is Jane Patrick's email address?

Jane Patrick's email address is ja****@****y.co.uk

What schools did Jane Patrick attend?

Jane Patrick attended Chartered Insurance Institute.

What skills is Jane Patrick known for?

Jane Patrick has skills like Inheritance Tax Planning, Pensions, Wealth Management, Retirement Planning, Wealth, Investments, Investment Advisory, Trusts, Strategic Financial Planning.

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