Minster Wealth Management Email Formats

Financial Services • Wimborne Minster, England, United Kingdom • 1-10 Employees

Key Contact at Minster Wealth Management

Jason Coleman

Owner of Minster Wealth Management a Partner Practice of St. James’s Place Wealth Management at St.

Company overview

Headquarters	44c East Street, Wimborne, Dorset BH21 2FE, GB
Phone number	+445432002
Website	minsterwealthmanagement.co.uk
NAICS	52
Keywords	Investment Planning, Retirement Planning, Inheritance Tax Planning, Long Term Care, Pension Planning, Protection Planning, Wealth Management Advice
Founded	1995
Employees	1-10

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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Minster Wealth Management has never raised funding before.

Minster Wealth Management Tech Stack

Discover the technologies and tools that power Minster Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Amazon Web Services

PaaS

Google Tag Manager

Tag managers

TrustArc

Cookie compliance

Calendly

Appointment scheduling

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Google Font API

Font scripts

Google Analytics

Analytics

Frequently asked questions

Minster Wealth Management is located in Wimborne Minster, England, GB.

You can reach Minster Wealth Management at +445432002.

Minster Wealth Management was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.

Minster Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Minster Wealth Management

Jason Coleman

Owner of Minster Wealth Management a Partner Practice of St. James’s Place Wealth Management at St.

4.8

40,000 users