Minster Wealth Management
Company Management

Minster Wealth Management

Financial Services 2fe, Dorset, United Kingdom 5 employees
Employees
5
Contacts
1
Emails
1

Minster Wealth Management Overview

Headquarters
2fe, Dorset, United Kingdom
Industry
Financial Services
Employees
5
Founded
1995
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Minster Wealth Management

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. #financialplanning #wealthmanagement #retirementplanning #schoolfeesplanning #IHTplanning #familyfinances #protection #investmentplanning #specialistinsurance #pensionplanning 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

Minster Wealth Management Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Minster Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Chloe Parmiter Operational Director and Event Manager
Email
Jason Coleman Owner of Minster Wealth Management
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Philippa Wren Llb (Law) Minster Wealth Management (Partner
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Paul Tompkins Senior Adviser at Minster Wealth
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Employees by Management Level

Executive 1 profile
Director 1 profile
Senior / Lead 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0

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