Scott Symes Wealth Management Limited
I am writing to introduce myself as Director of Scott Symes Wealth Management Limited, a Partner of St. James’s Place Wealth Management. My office is based on Broadstone High Street and we are the proud sponsors of Broadstone Cricket Club.
In my experience, many people will extensively search for a trusted source of financial advice based on cost and performance. We understand these are critical factors to ensure your financial goals are achieved.
However, the world of finance is fast changing and can be extremely complex. The only way to know that your financial plans remain up to date and relevant is to forge a longstanding and close relationship with a trusted adviser who understands your needs. To be effective, an adviser must be proactive in applying changing legislation and market conditions to your personal circumstances. As Director of a Partner Practice of St. James’s Place Wealth Management, I believe financial advice should be regular, personal and bespoke to make the most of your finances.
I accepted an invitation to join St. James’s Place, as I genuinely believe that they place the clients’ experience at the heart of everything they do. Last year, the majority of St. James’s Place’s new business came from existing clients or referrals from these same clients. This is testament to two main factors; St. James’s Place’s distinctive approach to investment management and the personal, tailored service that is offered to clients.
You may be concerned about a particular issue at present such as investment, pension or inheritance tax planning. To provide guidance on these issues, St. James’s Place provides a range of literature, which offer both informative and practical advice. If you would like to receive a complimentary guide to Wealth Management, Inheritance Tax or Retirement Planning please complete and return the enclosed request form. Alternatively, for further information please contact me on 01202 951227 or, I can be e-mailed at firstname.lastname@example.org
If you already have these subjects under control and wish for no further contact, I apologise for the inconvenience of this letter and request that you please email me with your contact details and I will ensure you are not approached in this way again.
Scott Symes DipFA DipPFS CeMAP
Director of Scott Symes Wealth Management Limited
The Partner Practice 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 at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.