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 Scott Symes Wealth Management Ltd’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 Scott Symes Wealth Management Ltd in August 2015 and is responsible for preparing and composing complex financial reports with me.
Jason is Scott Symes Wealth Management Ltd’s newest recruit. He has a wealth of experience in the financial sector with Customer Service and Business improvements. Jason is currently working towards his Diploma status.
Sheena is my wife and has helped me develop Scott Symes Wealth Management Ltd. Sheena is also responsible for looking after our two children, Finley and Florence.