Lynsey Phillips Email & Phone Number

I am the Practice Manager and Personal Assistant to Scott Symes who with over a decade of experience in the industry, specialises in a personal approach to financial planning . By understanding your individual goals Scott will develop a Wealth Management strategy to help meet your financial objectives.Our advice covers all areas of wealth management, including, retirement planning, wealth protection and investment planning. More details are available on our website at www.scottsymeswm.co.uk. Our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.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 07/10/2024

Listed skills include Legal Assistance, Finance, Strategy, Wealth Management, and 13 others.