Meet the team

Even the best explorers have expert guides.

Founder of 1st Chartered Financial Planning, Sylvia is a Certified Financial Planner CM with the Chartered Institute for Securities & investment, 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.

Sylvia lives on a small farm in the Ribble Valley where she keeps, breeds and trains dressage horses. She lives with her husband Derek and two Labradors and is just as passionate about her life in the countryside as she is about financial planning.

Andrew ensures the smooth running of the office, overseeing the administrative and business related duties. This includes liaising with external partners and clients, as well as managing our workflow and resources. He also aids 1st Chartered in all compliance related matters, making sure that we are providing the best service possible. Andrew has successfully begun his studies and examinations toward gaining the Diploma in Regulated Financial Planning qualification.

Away from the office, Andrew is a keen baker, making some of the best flapjack around. He also enjoys crafting and chilled out Sunday afternoons with a hot chocolate.

Elliot joined 1st Chartered shortly after receiving an Honours degree in Mathematics from the University of Manchester. He acts as a point of contact for clients, and oversees the preparation and planning that contributes to client’s financial plans.

For any queries, Elliot is only a phone call away and always happy to talk through a client’s plan or requirements. He has successfully gained the Chartered and Certified Financial Planner status and his next goal is to attain a Fellowship. Elliot was also named as one of the Top 35 Next Generation Financial Planners by Citywire in 2019.

Elliot is a keen tennis player and is a member of the British Tennis Association through his club in Ormskirk. He is looking forward to the day he can go and watch Wimbledon in person.