about us
about us
Sylvia heads up a team of staff who are
continually upgrading their skills and
qualifications to keep 1st Chartered up to
speed or ahead of the latest developments
in lifestyle financial planning.
Key personnel
Sylvia Bentham ACIB, APFS, CFPcm
Qualifications
- ACIB-Associate of the Institute of Bankers
- AFPC- Advanced Financial Planning Certificate
- APFS- Associate of the Personal Finance Society
- AIFP- Associate of the Institute of Financial Planning
- Certified Financial Planner
- Chartered Financial Planner
Experience
1974 - 1990 Career in banking
culminating in the role of Commercial Lending Manager.
Experience included marketing, training, mortgages, branch management, central advances department, and secondment to ‘Group' and ‘Regional' management roles.
1991 Established Sylvia Joyce Associates, Independent Financial Advisers.
Finalist IFA Woman of the Year 2003
2008 Achieved Chartered Status both individually and for the firm and relaunched the business as “1st Chartered Financial Planning Ltd” introducing more comprehensive and holistic financial planning services to the High Net Worth market.
Personally speaking…..
A keen horsewoman all her adult life she has 5 horses and competes regularly in dressage competitions.
News
- 1ST CHARTERED FINANCIAL PLANNING LTD - ACCREDITED FINANCIAL PLANNING FIRMTM17-Oct-11 09:55
- Retirement Options14-Sep-11 13:38
- Keeping your Wealth in the Family14-Sep-11 13:31
- Bridging the Gap14-Sep-11 13:15
- A New National Pension Scheme14-Sep-11 13:07
- Planning for Tomorrow14-Sep-11 11:58
- Inflationary Pressures14-Sep-11 10:25
- Strategies to boost your retirement12-Nov-10 16:25
- Estate protection12-Nov-10 16:14
- Wrapping up your money12-Nov-10 16:10
- Annuity law relaxed12-Nov-10 16:00
- "Lancashire Financial Planner Gains International Recognition"03-Mar-10 12:58
- Is it time you had a Wealth Check?02-Mar-10 17:00
- Financial Independence26-Nov-09 16:28
- Savings Survey24-Nov-09 09:46
- Shopping Around to Get the Best Deal17-Nov-09 15:47
- Have you considered your options?17-Nov-09 14:39
- Dividing Pension Rights in a Divorce16-Nov-09 11:32
- Dates for your diary16-Nov-09 11:16
- Safety in Numbers31-Jul-09 08:47
- Tax Efficient Wealth Creation31-Jul-09 08:43
- Pensions tax relief09-Jun-09 10:05
- Budget at a glance09-Jun-09 09:50
- Turning your pension savings into an income25-Mar-09 11:36
- How balanced is your investment portfolio?25-Mar-09 11:32
- Creating wealth during an economic downturn25-Mar-09 11:23
- Tackling a potential IHT issue25-Mar-09 11:16