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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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.
Daniel Hardiman, Car Valeter, Poole, 30.04.2021

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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.