Oliver Batt
BA (Hons), FPFS, Cert CII (MP)
I am Chartered Financial Planner with over five years' experience helping business owners, professionals and families on complex financial decisions.
As a Fellow member of the Personal Finance Society, I offer clients the reassurance of working with a highly qualified professional who combines technical expertise with a genuine commitment to achieving what matters most to them.
About
At Symes Wealth Management, a Senior Partner Practice of St. James's Place, my approach is simple, real advice for real people. I take time to understand what truly matters to you, then build clear, tailored strategies to support your goals, whether that's enjoying retirement, investing wisely, or passing wealth on to the next generation.
I believe great financial planning isn't about products, it's about people. My job is to take the stress out of money decisions and give you clarity, security, and peace of mind about the future.
Recognised at the highest level of my profession (Chartered and Fellow status with the CII and PFS), I'm proud to offer advice grounded in integrity, experience, and genuine care.
Outside work, you'll usually find me on the golf course, coaching volleyball at Bournemouth University, or exploring the Purbecks with my family.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The 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) 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 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.
