I established a Partner Practice with St. James's Place in December 2013. My office and team are based in Broadstone, Dorset. With over a decade of experience in the Financial Services profession, I specialise in a personal approach to financial planning. By understanding your individual goals I will develop a Wealth Management strategy to help meet your financial objectives.
Lynsey is Symes Wealth Management's longest serving employee and amongst other things, is responsible for organising all of our Marketing and Client Events. Lynsey is the first point of contact.
Erin joined Symes Wealth Management in August 2015 and is responsible for preparing and composing complex financial reports with me. Erin is studying for Diploma status.
Jason joined Symes Wealth Management in October 2016. He has a wealth of experience in the financial sector with Customer Service and Business improvements. Jason is now halfway through achieving Diploma status with a view to becoming a financial planner.
Sheena is my wife and has helped me develop Symes Wealth Management. Sheena is also responsible for looking after our two children, Finley and Florence.