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
- Website
- minsterwealthmanagement.co.uk
- Industry
- Financial Services
- Employees
- 5
- Founded
- 1995
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Chloe Parmiter | Operational Director and Event Manager | Poole, England, United Kingdom |
Email
|
| Jason Coleman | Owner of Minster Wealth Management | Wimborne Minster, England, United Kingdom |
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|
| Philippa Wren Llb (Law) | Minster Wealth Management (Partner | Bournemouth, England, United Kingdom |
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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 | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
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