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VerifiedFinancial Services· Founded 1995

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 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

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HeadquartersWimborne, United KingdomEmployees4(1 to 10)Founded year1995Websiteminsterwealthmanagement.co.ukLinkedIn profileLinkedIn

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5

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5

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Top roles at Minster Wealth Management

5 distinct titles indexed · top 5 shown.

  • 1client specialist
  • 1junior finance administrator
  • 1operational director and event manager
  • 1owner of minster wealth management a partner practice of st james s place wealth management at st
  • 1senior adviser

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