Minster Wealth Management is a Partner Practice of St. James's Place Wealth Management which is highly regarded as one of the leading wealth management organisations within the UK. We offer bespoke face-to-face wealth management advice to private and corporate clients in and around the South of England. We provide a broad range of financial services and specialise in assisting small business owners with their retirement planning and High Net Worth Individuals with Tax efficient Estate planning.
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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. Minster Wealth Management is a trading name of Insurance & Financial Services Ltd.
SJP approved
Company Details
- Employees
- 5
- Founded
- -
- Address
- 44c East Street, Wimborne,dorset Bh21 2fe,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- minsterwealthmanagement.co.uk
- Keywords
- Wealth Management Advice, Long Term Care, Retirement Planning, Protection Planning, Investment Planning, Inheritance Tax Planning, Pension Planning.
- HQ
- Wimborne, Dorset
Minster Wealth Management Questions
Minster Wealth Management's website is minsterwealthmanagement.co.uk
Minster Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/minster-wealth-management
Minster Wealth Management has
5 employees.
View email and phone details for 5
employees at Minster Wealth Management.
Minster Wealth Management's industry is
Financial Services
Minster Wealth Management's top competitors are
Honey Asset Finance,
Dartington Wealth Management Ltd,
Labour In The City,
Virtuallies,
Azets Wealth Management,
4 Shires Asset Management,
Future Wealth Management,
Vault X Ltd,
Lester Brunt Wealth Management,
Wessex Investment Management Limited.
Minster Wealth Management's categories are Financial Services
Minster Wealth Management's founding year is 1995
