Jason Deverill Email & Phone Number

I work closely with individuals and companies to understand specific needs, developing personalised wealth management strategies to meet financial objectives. This can encompass retirement planning, investment planning, mortgages, protection, and estate planning.Having committed myself within Financial Planning since 2016, I was awarded the Chartered Financial Planner designation by the Chartered Insurance Institute (CII) in 2022, differentiating myself at the forefront of the profession. This means that I have satisfied rigorous criteria relating to professional qualifications and ethical good practice, meaning you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service, and support.At Symes Wealth Management Ltd, we see our approach as one of problem-solving for the client - rather than product-selling. As a result, our clients can expect to receive clarity, and the most comprehensive and appropriate advice at all times; we are committed in maintaining high-quality standards and a personal approach to financial planning. More details are available on our website at www.scottsymeswm.co.uk or please feel free to contact me directly at jason.deverill@sjpp.co.uk, or on 01202 951227.Your home may be repossessed if you do not keep up repayments on your mortgage.The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 13/11/2024