Symes Wealth Management Limited

Reference number: 610355

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Symes Wealth Management Limited (FRN 610355) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Symes Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Symes Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When scottsymeswm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07885 899742 is
  • Who else gives the postcode BH18 8DP
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Scott Symes Former name
  • Scott Symes Wealth Management Limited Former name
  • Scott Symes Wealth Management Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company name
SYMES WEALTH MANAGEMENT LTD
Company number
09079947
Company status
Active
Company type
Private limited company
Incorporated
10 June 2014 (12 years old)
Registered office
204a Lower Blandford Road, Broadstone, Dorset, BH18 8DP, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Scott Symes Director May 1984 10 Jun 2014 1 other company
Sheena Symes Director Jan 1983 10 Jun 2014 None

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 September 2025Small company accountsNot audited

Net assets

£62.7k

−69% from £201k

Cash at bank

£170k

−11% from £191k

Employees (average)

11

+22% from 9

Owed within a year

£349k

+19% from £293k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 09079947. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Symes Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (11)

2017

27 November 2017

  • Changed its registered name from "Scott Symes Wealth Management Limited"

FCA register

2016

6 April 2016

  • Scott Symes became a part-owner (25–50% of shares)
  • Sheena Symes became a part-owner (25–50% of shares)

Companies House

2014

7 October 2014

  • Changed its registered name from "Scott Symes"

FCA register

10 June 2014

  • Incorporated at Companies House

Companies House

2013

15 November 2013

  • Became an appointed representative

FCA register

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms like Symes Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Broadstone

Andrew Vrettos Wealth Management LimitedBroadstoneAppointed representativeBlue Label Wealth Management LtdBroadstoneAppointed representativeLiam KnappBroadstoneAppointed representativeMathieu BaudryBroadstoneAppointed representativeSamuel MatthewsBroadstoneAppointed representativeWillingale Wealth Management LimitedBroadstoneAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Symes Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Symes Wealth Management Limited FCA authorised?
Symes Wealth Management Limited (FRN 610355) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Symes Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Symes Wealth Management Limited (FRN 610355) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Symes Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Symes Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Symes Wealth Management’s phone number and website?
The FCA register lists the phone number 07885 899742 and the website scottsymeswm.co.uk for Symes Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Symes Wealth Management a scam or clone?
Symes Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Symes Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Symes Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Symes Wealth Management?
Companies House lists 2 people with significant control of Symes Wealth Management: Mr Scott Symes (25–50% of shares) and Mrs Sheena Symes (25–50% of shares).
Who runs Symes Wealth Management?
Companies House lists 2 directors of Symes Wealth Management: Scott Symes and Sheena Symes.
How long has Symes Wealth Management been in business?
The company was formed on 10 June 2014.
What do Symes Wealth Management’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £62.7k (−69% from £201k) and cash at bank of £170k (−11% from £191k).
Does Symes Wealth Management use any other names?
It has previously used 3 other names: Scott Symes, Scott Symes Wealth Management Limited and Scott Symes Wealth Management.

Sources and links

The full report on Symes Wealth Management Limited

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