Symes Wealth Management Limited

: 204A Lower Blandford Road, Broadstone, Dorset, BH18 8DP

: FCA Number: 610355

Website Image of Symes Wealth Management Limited

Situated in Broadstone, Dorset, Symes Wealth Management Limited offers regulated financial planning and advice, specialising in life and investments, pensions retirement advice, and final salary pension transfers. As an FCA registered firm (No. 610355), you can trust them with your financial needs in the surrounding areas. Offering professional yet approachable service, they often cater to local families seeking clear, tailored advice to secure their future. When investing in Symes Wealth Management, you can rest assured that all services are grounded in quality and integrity. Visit them at 204A Lower Blandford Road, BH18 8DP, Broadstone, GB to start your journey towards financial stability.

Their team includes 5 financial advisers. Check FCA registration here.

Symes Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Symes Wealth Management Limited from the Motorway

From the M27, proceed onto A31.
At the Palmersford Roundabout, take the second exit and remain on A31.
At the Ameysford Roundabout, take the second exit and continue on A31.
At the Merley Roundabout, take the first exit onto A349.
At the subsequent roundabout, take the second exit onto Oakley Hill/A349. Continue to follow A349.
At the following roundabout, take the third exit onto Dunyeats Road.
At the Broadstone Roundabout, take the first exit onto Lower Blandford Road/B3074.
Make a left turn onto Macaulay Road.
Make a right turn onto Lower Blandford Road. The destination will be on your left.

List of advisers under Symes Wealth Management Limited:

Symes Wealth Management Limited 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.