Partner Practice of
St. James's Place Wealth Management

Scott Symes APFS DipPFS DipFA CeMAP, Managing Director

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 Phillips, PA to Scott Symes and Operations Manager

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 Fidler, Paraplanner

Erin joined Scott Symes Wealth Management Ltd in August 2015 and is responsible for preparing and composing complex financial reports with me. Erin is studying for Diploma status.

Jason Deverill, Trainee Adviser

Jason joined Scott Symes wealth Management Ltd 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.

Ana Lopez, Trainee Paraplanner

Ana is our newest recruit; she has a Masters in Corporate Legal advice with a wide range of knowledge in law. Ana has previous experience in financial services and is currently working towards achieving her Diploma status.

Sheena Symes, Director, Accounts & Office Support

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.