Welcome to Symes Wealth Management

With over a decade of experience in the profession, we specialise in an personal approach to financial planning. By understanding your individual goals we will develop a wealth management strategy to help meet your financial objectives.

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Testimonials

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Olly has recently set up a pension investment for me and my business partner Jake and I could not be happier with the service he provided for us. I did not have a clue about any of it but having had a couple of 1-2-1’s and seen a couple of his feature presentations I was intrigued to know how I coul...
Liam Collins| Electrician, Bournemouth
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SJP Approved 05/03/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Symes Wealth Management is a trading name of Symes Wealth Management Limited. Symes Wealth Management Limited is registered in England and Wales, Number 09079947. Registered Office: 204A Lower Blandford Road, Broadstone, Dorset, BH18 8DP.