Symes Wealth Management provides tailored financial advice to clients across Dorset and Hampshire at our Broadstone and Verwood offices, supporting you with investment planning, protection, inheritance tax planning, pension advice and retirement planning. As a Senior Partner Practice of St. James’s Place, our experienced Advisers focus on clear guidance and providing tailored solutions that support your financial aspirations and secure your future. We offer trustworthy, professional support designed to help you make financial decisions with confidence.

The value of your investment can go down as well as up. You could get back less than you invested.

Symes Wealth Management Ltd 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 term 'Partner Practice' is a marketing term used to describe St. James's Place representatives.
Symes Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management is an investment management company based out of 204A LOWER BLANDFORD ROAD, DORSET, United Kingdom.

SJP Approved 08/04/2026

Symes Wealth Management Ltd

Org chart

Teams

Offices