Clear, professional financial advice you can trust.

We are Chartered Financial Planners with offices in Broadstone and Verwood, Dorset. Our friendly team is here to help individuals, families and SMEs plan with confidence through tailored, long-term financial advice.

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Testimonials

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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 ...
Anthony Lloyd
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Addresses

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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.

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.