Scott Symes Email & Phone Number

Having been awarded the prestigious Chartered Financial Planner designation in 2018, I am delighted to have been awarded 'Fellow' status by the Chartered Insurance Institute (CII). This means I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means 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.With over a decade of experience in the profession, I specialise in a personal approach to financial planning . By understanding your individual goals I will develop a Wealth Management strategy to help meet your financial objectives.My Practice covers all areas of wealth management, including, retirement planning, wealth protection and investment planning. More details are available on my website at www.scottsymeswm.co.uk. As a Partner Practice of St. James’s Place Wealth Management based in Broadstone my emphasis is on maintaining a long-term relationship with my 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 09/10/2024