Financial Adviser
Minster Wealth Management
Investment planning and Retirement planning, in Wimborne, Dorset
44c East Street, Wimborne, Dorset, BH21 1DX
Minster Wealth Management is a financial advice practice at 44c East Street, Wimborne, and a Partner Practice of St. James's Place. Founded as a family firm with over 50 years' combined experience in the financial services industry, it offers a wealth management service covering building, growing, protecting and preserving wealth. Jason Coleman took over as Managing Director in 2005 and oversaw the family firm becoming representatives of St. James's Place.
What they offer
- Investment planning
- Retirement planning
- Protection planning
- Corporate services
- Mortgages and specialist banking
- Long term care service
- Intergenerational wealth management
- School fees planning
- Inheritance tax planning
- Private client advice
Where to find them
44c East Street, Wimborne, Dorset, BH21 1DX
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