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 meet your financial objectives.
Jason joined Symes Wealth Management in October 2016. He works closely with clients and prospective clients to develop bespoke wealth management strategies, covering all aspects of financial planning. Jason is working towards becoming a Chartered Financial Planner.
With over 20 years in Financial Services, the last 5 years as an Adviser, Lawrence joined Symes Wealth Management Ltd in April 2019. He has a Diploma in Financial Planning and provides holistic advice to develop financial strategies tailored to each individual. Lawrence is continually ensuring that his wealth management development remains current.
Lynsey is SWM Ltd’s longest serving employee and as well as providing PA support to me, is responsible for managing the Practice and organising all of our Marketing and Client Events.
With 25 years as a Financial Adviser, Michelle decided upon a slight career change and joined SWM Ltd in April 2019 as a Paraplanner. She will be supporting all Practice Advisers to compile in-depth financial reports. Michelle’s hours of work are Monday, Wednesday, Thursday and Friday, 9am to 5pm.
We work closely with May Tyler who is a Diploma qualified Paraplanner and has over 25 years’ experience within financial services. May assists Scott with analysing client’s existing plans and completing financial reports with recommendations to meet their objectives. In her spare time, May enjoys walking and exploring the beautiful Dorset coastline and listening to live music.
Jo joined Symes Wealth Management Ltd in June 2018 and is responsible for the admin tasks associated with paraplanning. Jo provides a wealth of experience with a legal and financial services background. Jo’s working hours are Monday to Thursday, 9am to 5pm.
Tracy joined Symes Wealth Management in June 2018 and is responsible for the day to day admin tasks associated with running a busy office. Tracy looks to provide a key first point of contact for any queries or questions from Clients of Symes Wealth Management. Tracy’s working hours are Wednesday to Friday, 9.15am to 2.45pm.
Sheena is my wife and has helped me develop Symes Wealth Management. Sheena is also responsible for looking after our three children, Finley, Florence and Bonnie.
We consult with Amanda Robertson who is Director and Founder of Dorset HR Support Ltd. Amanda has over 20 years’ experience in employment law and HR and has advised and supported over 250 small and medium sized businesses. In her spare time, Amanda loves running, socialising with friends and family and going to the Theatre.