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.
Lynsey is Symes Wealth Management's longest serving employee and amongst other things, is responsible for managing the Practice and organising all of our Marketing and Client Events.
Jo joined Symes Wealth Management 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.