Oliver Batt - Ba (Hons), Fpfs
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Oliver Batt - Ba (Hons), Fpfs Email & Phone Number

Chartered Financial Planner helping families and business owners make better financial decisions by planning, growing and protecting their wealth. at Symes Wealth Management Ltd
Location: Poole, England, United Kingdom 3 work roles 2 schools
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Current company
Role
Chartered Financial Planner helping families and business owners make better financial decisions by planning, growing and protecting their wealth.
Location
Poole, England, United Kingdom
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Oliver Batt - Ba (Hons), Fpfs is listed as Chartered Financial Planner helping families and business owners make better financial decisions by planning, growing and protecting their wealth. at Symes Wealth Management Ltd, a company with 8 employees, based in Poole, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Oliver Batt - Ba (Hons), Fpfs.

Oliver Batt - Ba (Hons), Fpfs previously worked as Chartered Financial Planner at Symes Wealth Management Ltd and Associate Partner at St. James'S Place Wealth Management. Oliver Batt - Ba (Hons), Fpfs holds Ba Business Studies With Project And Operations Management, 2:1 from Bournemouth University.

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Symes Wealth Management Ltd

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About Oliver Batt - Ba (Hons), Fpfs

As a Chartered Financial Planner at Symes Wealth Management Ltd, a Senior Partner Practice of St. James’s Place, I am passionate about building long-term relationships with clients and delivering personalised financial advice. With a focus on putting clients at the center of everything I do, my goal is to provide tailored financial strategies that help secure your financial future.Having achieved Chartered Status from the Chartered Insurance Institute (CII) and Fellow membership of the Personal Finance Society, I am proud to be recognised at the highest level of the financial planning profession. These accolades reflect my dedication to maintaining the highest standards of professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers. You can trust that my advice is rooted in experience, knowledge, and a commitment to putting your interests first.Throughout my career, I’ve seen how poor or absent financial advice can lead to uncertainty and stress. My mission is to ensure you have the support you need to make informed decisions that benefit you and your family, both now and in the long term. By gaining a deep understanding of your goals and financial situation, I develop bespoke strategies to help you achieve financial stability and peace of mind.At Symes Wealth Management, our team is committed to delivering the best possible service, always upholding the highest standards of ethics and professionalism. We work together to ensure your financial plans remain aligned with your objectives through regular reviews and ongoing support.In 2019, I completed the St. James’s Place Academy, an intensive six-month program designed to hone my skills and qualifications to deliver exceptional client service. I highly recommend the Academy for anyone looking to transition into financial planning.Living on the south coast, I enjoy staying active, whether it’s golfing, running at the local park run, or playing/coaching volleyball.Feel free to connect with me here or reach out at Oliver.Batt@SJPP.co.uk if you’d like to discuss how I can help with your financial planning needs.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 22/02/2024

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Oliver Batt - Ba (Hons), Fpfs's current company

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Symes Wealth Management Ltd
Symes Wealth Management Ltd
Chartered Financial Planner helping families and business owners make better financial decisions by planning, growing and protecting their wealth.
broadstone, dorset, united kingdom
Employees
8
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3 roles

Oliver Batt - Ba (Hons), Fpfs work experience

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Chartered Financial Planner

Current

Bournemouth, England, United Kingdom

Financial Planner

Apr 2020 - Present

Associate Partner

St. James'S Place Wealth Management
Sep 2019 - Apr 2020
Team & coworkers

Colleagues at Symes Wealth Management Ltd

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2 education records

Oliver Batt - Ba (Hons), Fpfs education

Ba Business Studies With Project And Operations Management, 2:1

Activities and Societies: Volleyball

A-Levels

St Edward'S School, Poole
FAQ

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What company does Oliver Batt - Ba (Hons), Fpfs work for?

Oliver Batt - Ba (Hons), Fpfs works for Symes Wealth Management Ltd.

What is Oliver Batt - Ba (Hons), Fpfs's role at Symes Wealth Management Ltd?

Oliver Batt - Ba (Hons), Fpfs is listed as Chartered Financial Planner helping families and business owners make better financial decisions by planning, growing and protecting their wealth. at Symes Wealth Management Ltd.

Where is Oliver Batt - Ba (Hons), Fpfs based?

Oliver Batt - Ba (Hons), Fpfs is based in Poole, England, United Kingdom while working with Symes Wealth Management Ltd.

What companies has Oliver Batt - Ba (Hons), Fpfs worked for?

Oliver Batt - Ba (Hons), Fpfs has worked for Symes Wealth Management Ltd, St. James'S Place Wealth Management, and Jpmorgan Chase & Co..

Who are Oliver Batt - Ba (Hons), Fpfs's colleagues at Symes Wealth Management Ltd?

Oliver Batt - Ba (Hons), Fpfs's colleagues at Symes Wealth Management Ltd include Jason Deverill, Sheena Symes, Nicholas Fulker, Scott Symes, and Paul Harrison.

How can I contact Oliver Batt - Ba (Hons), Fpfs?

You can use AeroLeads to view verified contact signals for Oliver Batt - Ba (Hons), Fpfs at Symes Wealth Management Ltd, including work email, phone, and LinkedIn data when available.

What schools did Oliver Batt - Ba (Hons), Fpfs attend?

Oliver Batt - Ba (Hons), Fpfs holds Ba Business Studies With Project And Operations Management, 2:1 from Bournemouth University.

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