Clear, professional financial advice you can trust
Symes Wealth Management help individuals, families and SMEs plan with confidence through tailored, long term financial advice. We provide regulated financial advice to individuals and small business clients across Dorset.
With over two decades of combined experience, we specialise in providing trustworthy and clear advice to help people make informed decisions around investment planning, retirement planning and long-term financial security. Our role is to simplify complex decisions and provide professional, clear advice that remains suitable as your circumstances and goals change.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Testimonials
For the past six years, Scott has provided us with trustworthy, insightful guidance. His ongoing advice and genuine commitment to our best interests have been invaluable in maintaining our financial position and security. We have complete confidence in Scott and his team and recommend them withou...
Nick has listened intently to our needs and provided the required support, advice, and assurance. Nothing has been too much trouble, and his approach has enabled a positive and trusting relationship. We look forward to building on this relationship over future years and would recommend Nick and the ...
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...
We were recommended to Symes Wealth Management and introduced to Oliver Batt. We found him very knowledgeable, polite and gave sound advice. We would not hesitate to recommend him to anyone.
I find it difficult to understand new things quickly. He gave me very easy and clear advice so I was able to understand easily. I would definitely recommend him to anyone.
Working with Scott and his team has been a pleasure. Scott is friendly, approachable and very knowledgeable. I had a lot of questions and he took the time to go through all of them in detail. I would highly recommend Scott and his company.
Scott came highly recommended to me when I needed guidance on my investments. He has taken the time to get to know me and to understand my financial objectives. Scott has a most personable approach and gives advice in a clear and comprehensive way. I feel reassured and look forward to working w...
Given the short time I have had contact with Jason Deverill, he has established confidence in me which has been a tremendous relief.
Scott came and saw me and explained everything very clearly and gave me trustworthy advice. I have already received very good service and would recommend him to anyone.
I have complete confidence in Scott Symes as a financial adviser. He is thorough and perceptive in assessing a potential client's needs and proposing suitable investments. His knowledge of potential invetsments is comprehensive and he is a master of interpreting the statistical information and ...
Symes Wealth Management have encompassed all the attributes required to manage our investment, give us peace of mind, provide ongoing financial support and advice and I would have no hesitation in recommending their services.
Scott always arrived on time, and from the very first meeting gave us sound and trustworthy advice. He explained everything very well and made sure we understood everything. We would not hesitate to recommend him to anyone. Also, the office staff are really helpful.
Scott's knowledge and advice has been first class backed up by a friendly, professional service from all the team.
Scott and Peter have done a fantastic job. They have really strived to know us, understanding our aspirations and assets and used data and models to help us plan realistically for a comfortable retirement. We always have healthy and informed debate and they educate and challenge us to think and...
Scott Symes has given me sound trustworthy advice from the meetings I have had with him. I can be sure that future service and support will be of the utmost highest standard. I would not hesitate to recommend his services to anyone.
My financial adviser, Jason, immediately put me at ease by listening and understanding my situation, then provided a straightforward summary of recommendations that made total sense.
Jason was attentive and careful in finding the appropriate solution for my finances; moreover he was also ...
All things financial fill me with stress and fear! I immediately felt at ease with Scott and reassured by his advice and personal support. I was confident I was in a trusted, safe pair of hands to guide me through my important decisions. Client care is efficient and personable with impressive att...
Very good service and all the help I need to invest. Thank you.
Scott and Nick were excellent! Professional, fast-paced, committed to my needs and supported by an excellent team.
I highly recommend Scott Symes for his exceptional advice and support as a financial adviser with SJP. Scott has a wealth of knowledge and experience in the financial industry, and his expertise has been invaluable in helping me achieve my financial goals. He is professional, responsive, and trul...
From the start Symes Wealth management and especially Jason have been nothing but courteous and totally professional in providing open and honest financial advice tailored to my personal objectives. This approach has provided me with total confidence in trusting Symes and St. James's Place with m...
Scott has looked after my mother’s financial interests for several years & has provided exemplary service. So it was with no hesitation that I chose him to provide a similar service to me once my situation required it.
I found my adviser to be professional and extremely helpful. He provided the helping hand I needed.
The decision to move my stakeholder pension and AVC was not taken lightly, but Nick Fulker demonstrated outstanding practice by going above and beyond to support guide and reassure me.
Nick Fulker has always put my interests first and provided sound and trustworthy advice. The support and detail I have received has been exceptional and I am excited about the partnership developing in the years to come.
The service and support I have received has been of exceptional quality. I would not hesitate in recommending them to anyone.
I would recommend their services to anyone. The support I received was explained totally and understandable.
After booking an appointment to seek advice on my deferred pensions that are soon due to become payable, it became very clear within our first meeting that my financial portfolio was not working for me. I found Scott to be honest, transparent and easy to understand. He understood my needs, provid...
Ensuring my future expectations, has been enhanced by the guidance and advice I have received. First impressions of the service provided is excellent.
I had been happily managing my own financial affairs for the last fifty years and had no thoughts to change my arrangements. But listening to your weekly stories of the variety of different ways you have helped people at all stages of their financial journey through life persuaded me to have a ch...
Scott made us both very welcome and immediately filled us with confidence. His knowledge of the subject is impressive, and I am confident we have made the right decision putting our investments in his hands.
We have been really impressed by the quality of service and expertise offered by all of Symes’ staff. We are very happy with our experience and will be recommending friends to get in contact.
Oliver Batt of Symes Wealth Management provided an exceptional service that truly transformed my retirement planning experience. His approach was both highly professional and personal, demonstrating a keen understanding of my unique financial situation. Olly’s thorough review of my retirement pla...
I was recommended by a friend and have found the advice and service to be outstanding. I feel my interests are put first and I have total confidence to invest.
When my financial adviser retired over 2 years ago I knew it would be difficult to replace him. I was in a position where I needed some financial help very quickly and I was then introduced to Oliver (Olly). Olly was absolutely brilliant at identifying my needs, took a personal interest in my cir...
I knew I needed to sort my financial future but was clueless in how to do it. Olly Batt from Symes Wealth Management took all the stress away by giving me good, clear advice that I could understood. I feel so much better knowing that my wealth is in good hands and will be recommending Olly wherev...
Nick has our interests first and we find the advice trustworthy and would thoroughly recommend Symes Wealth Management.
Nick Fulker from Symes Wealth Management has been exceptional in listening an understanding of my financial needs – he gives excellent advice. I am very happy to recommend him.
Oliver has been absolutely brilliant – knowledgeable, proactive, and genuinely committed to my requirements. He explains things clearly, tailors advice to my needs and has helped me feel confident about my financial future, I would highly recommend him to anyone.
We have been with St. James's Place for a few years now. We have yearly reviews with Oliver Batt who always listens well and is professional in the advice he offers. We do not have a large account but nevertheless feel we are valued clients and are given all the time and attention we need. We hav...
For the past six years, Scott has provided us with trustworthy, insightful guidance. His ongoing advice and genuine commitment to our best interests have been invaluable in maintaining our financial position and security. We have complete confidence in Scott and his team and recommend them withou...
Nick has listened intently to our needs and provided the required support, advice, and assurance. Nothing has been too much trouble, and his approach has enabled a positive and trusting relationship. We look forward to building on this relationship over future years and would recommend Nick and the ...
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...
We were recommended to Symes Wealth Management and introduced to Oliver Batt. We found him very knowledgeable, polite and gave sound advice. We would not hesitate to recommend him to anyone.
I find it difficult to understand new things quickly. He gave me very easy and clear advice so I was able to understand easily. I would definitely recommend him to anyone.
Working with Scott and his team has been a pleasure. Scott is friendly, approachable and very knowledgeable. I had a lot of questions and he took the time to go through all of them in detail. I would highly recommend Scott and his company.
Scott came highly recommended to me when I needed guidance on my investments. He has taken the time to get to know me and to understand my financial objectives. Scott has a most personable approach and gives advice in a clear and comprehensive way. I feel reassured and look forward to working w...
Given the short time I have had contact with Jason Deverill, he has established confidence in me which has been a tremendous relief.
Scott came and saw me and explained everything very clearly and gave me trustworthy advice. I have already received very good service and would recommend him to anyone.
I have complete confidence in Scott Symes as a financial adviser. He is thorough and perceptive in assessing a potential client's needs and proposing suitable investments. His knowledge of potential invetsments is comprehensive and he is a master of interpreting the statistical information and ...
Symes Wealth Management have encompassed all the attributes required to manage our investment, give us peace of mind, provide ongoing financial support and advice and I would have no hesitation in recommending their services.
Scott always arrived on time, and from the very first meeting gave us sound and trustworthy advice. He explained everything very well and made sure we understood everything. We would not hesitate to recommend him to anyone. Also, the office staff are really helpful.
Scott's knowledge and advice has been first class backed up by a friendly, professional service from all the team.
Scott and Peter have done a fantastic job. They have really strived to know us, understanding our aspirations and assets and used data and models to help us plan realistically for a comfortable retirement. We always have healthy and informed debate and they educate and challenge us to think and...
Scott Symes has given me sound trustworthy advice from the meetings I have had with him. I can be sure that future service and support will be of the utmost highest standard. I would not hesitate to recommend his services to anyone.
My financial adviser, Jason, immediately put me at ease by listening and understanding my situation, then provided a straightforward summary of recommendations that made total sense.
Jason was attentive and careful in finding the appropriate solution for my finances; moreover he was also ...
All things financial fill me with stress and fear! I immediately felt at ease with Scott and reassured by his advice and personal support. I was confident I was in a trusted, safe pair of hands to guide me through my important decisions. Client care is efficient and personable with impressive att...
Very good service and all the help I need to invest. Thank you.
Scott and Nick were excellent! Professional, fast-paced, committed to my needs and supported by an excellent team.
I highly recommend Scott Symes for his exceptional advice and support as a financial adviser with SJP. Scott has a wealth of knowledge and experience in the financial industry, and his expertise has been invaluable in helping me achieve my financial goals. He is professional, responsive, and trul...
From the start Symes Wealth management and especially Jason have been nothing but courteous and totally professional in providing open and honest financial advice tailored to my personal objectives. This approach has provided me with total confidence in trusting Symes and St. James's Place with m...
Scott has looked after my mother’s financial interests for several years & has provided exemplary service. So it was with no hesitation that I chose him to provide a similar service to me once my situation required it.
I found my adviser to be professional and extremely helpful. He provided the helping hand I needed.
The decision to move my stakeholder pension and AVC was not taken lightly, but Nick Fulker demonstrated outstanding practice by going above and beyond to support guide and reassure me.
Nick Fulker has always put my interests first and provided sound and trustworthy advice. The support and detail I have received has been exceptional and I am excited about the partnership developing in the years to come.
The service and support I have received has been of exceptional quality. I would not hesitate in recommending them to anyone.
I would recommend their services to anyone. The support I received was explained totally and understandable.
After booking an appointment to seek advice on my deferred pensions that are soon due to become payable, it became very clear within our first meeting that my financial portfolio was not working for me. I found Scott to be honest, transparent and easy to understand. He understood my needs, provid...
Ensuring my future expectations, has been enhanced by the guidance and advice I have received. First impressions of the service provided is excellent.
I had been happily managing my own financial affairs for the last fifty years and had no thoughts to change my arrangements. But listening to your weekly stories of the variety of different ways you have helped people at all stages of their financial journey through life persuaded me to have a ch...
Scott made us both very welcome and immediately filled us with confidence. His knowledge of the subject is impressive, and I am confident we have made the right decision putting our investments in his hands.
We have been really impressed by the quality of service and expertise offered by all of Symes’ staff. We are very happy with our experience and will be recommending friends to get in contact.
Oliver Batt of Symes Wealth Management provided an exceptional service that truly transformed my retirement planning experience. His approach was both highly professional and personal, demonstrating a keen understanding of my unique financial situation. Olly’s thorough review of my retirement pla...
I was recommended by a friend and have found the advice and service to be outstanding. I feel my interests are put first and I have total confidence to invest.
When my financial adviser retired over 2 years ago I knew it would be difficult to replace him. I was in a position where I needed some financial help very quickly and I was then introduced to Oliver (Olly). Olly was absolutely brilliant at identifying my needs, took a personal interest in my cir...
I knew I needed to sort my financial future but was clueless in how to do it. Olly Batt from Symes Wealth Management took all the stress away by giving me good, clear advice that I could understood. I feel so much better knowing that my wealth is in good hands and will be recommending Olly wherev...
Nick has our interests first and we find the advice trustworthy and would thoroughly recommend Symes Wealth Management.
Nick Fulker from Symes Wealth Management has been exceptional in listening an understanding of my financial needs – he gives excellent advice. I am very happy to recommend him.
Oliver has been absolutely brilliant – knowledgeable, proactive, and genuinely committed to my requirements. He explains things clearly, tailors advice to my needs and has helped me feel confident about my financial future, I would highly recommend him to anyone.
We have been with St. James's Place for a few years now. We have yearly reviews with Oliver Batt who always listens well and is professional in the advice he offers. We do not have a large account but nevertheless feel we are valued clients and are given all the time and attention we need. We hav...
For the past six years, Scott has provided us with trustworthy, insightful guidance. His ongoing advice and genuine commitment to our best interests have been invaluable in maintaining our financial position and security. We have complete confidence in Scott and his team and recommend them withou...
SJP Approved 12/02/2026
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.
