Broadstone Financial Adviser Achieves Chartered Status
The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planner’ title to Scott Symes of Scott Symes Wealth Management Ltd, one of Broadstone’s leading providers of fi nancial advice.
Chartered status is an exclusive title only awarded to individuals that meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
Scott Symes focuses solely on providing face- to-face advice and offers a dedicated, personal wealth management service to build long-term, trusted relationships and he offers specialist advice in a wide range of areas.
Scott Symes, says that securing Chartered Financial Planner status is a landmark for him personally: “I have always prided myself on being thoroughly professional in everything I do, and to receive external recognition in this way is very gratifying. As a Chartered Financial Planner, I can signal my commitment to the highest levels of service to my clients.”
To date, just over 23,000 individuals have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading individuals within the fi nancial advice market.
Scott Symes Wealth Management
Scott has over 10 years experience in the fi nancial advice profession. Starting his career in banking
jo d
he built up knowledge, experience and expertise needed to start the business. Personally he is very committed to every client and goes above and beyond to ensure he is giving the best advice. He takes pride in the company and builds solid relationships with clients so they feel they are in safe hands.
Chartered Insurance Institute (CII)
As the premier professional body for the fi nancial services profession, the CII promotes higher standards of integrity, technical competence and business capability.
With over 120,000 members (fi gures correct as at 9 June 2017), the CII is the world’s largest professional body dedicated to this sector.
The CII works with businesses to develop bespoke, company-wide solutions that ensure competitive advantage by enhancing employees’ technical and professional competence.
Individually, CII’s members are able to drive their personal development and maintain their professional standing through an unrivalled range of learning services and by adhering to the CII’s Code of Ethics & Conduct.
Please visit my website or contact me to receive a complimentary guide covering Wealth Management, Retirement Planning or Inheritance Tax Planning.
Scott Symes
Chartered Financial Planner 01202 951227 07885 899742
scott.symes@
sjpp.co.uk www.scottsymeswm.co.uk
kempo79@sky.com 01258 721347 or 07703 034127
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