Symes Wealth Management Ltd
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. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up. You could get back less than you invested. 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 05/03/2025
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Verified contacts
11
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- LP
Lynsey Phillips
Pa & Operations Manager · Operations
EmailPhone - MC
Michelle Clement
Paraplanner · Finance & Accounting
EmailPhone - OB
Oliver Batt
Chartered Financial Planner · Finance & Accounting
EmailPhone - PH
Paul Harrison
Trainee Paraplanner · Finance & Accounting
EmailPhone - SS
Sheena Symes
Administrative Assistant · Operations
EmailPhone - TR
Tom Rosewarn
Administrative Assistant · Operations
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Symes Wealth Management Ltd
8 distinct titles indexed · top 8 shown.
- 2administrative assistant
- 2chartered financial planner
- 2financial planner
- 1financial advisor
- 1pa & operations manager
- 1paraplanner
- 1partner practice
- 1trainee paraplanner
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