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

• Dec 2005 - Present

I run a wealth management company based in the Wimborne. Minster Wealth Management within St. James’s Place Wealth Management, provides bespoke financial planning solutions to individuals and businesses predominantly in the surrounding area, The New Forest, wider Dorset, Hampshire and London. The family run company has over 50 years combined experience in the Financial Services Industry and provides a bespoke service working with dedication and integrity to offer the best possible solution. I succeeded in the rigorous training of St. James’s Place Wealth Management, becoming one of the youngest consultants to become enrolled into the prestigious brand. Many of our clients are busy professionals and company Directors who have little time to manage their financial affairs effectively and who are looking to enhance their wealth or help ensure that they can maintain their lifestyle during retirement. We get to know our clients and fully understand their requirements with the view of providing a long-term relationship where advice and plans can be reviewed and updated in line with your life changes. Minster Wealth Management is a Partner Practice of the prestigious St. James’s Place Wealth Management, which is highly regarded as one of the leading providers of Wealth Management in the UK. St. James's Place Wealth Management are a FTSE 100 Company. 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. Show less