Julie Eddicott, The Minster Partnership Ltd

Independent Financial Adviser The Minster Partnership Ltd, 35 High Street, Wimborne, Dorset, BH21 1HR
Response rating
9.0/10
FCA verified
17th June 2019
My existing clients frequently compliment me on my ability to explain complex financial matters well.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Long term care
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Julie Eddicott DipFA
Independent Financial Adviser
Where to find us

The Minster Partnership Ltd, 35 High Street, Wimborne, Dorset, BH21 1HR

Make an enquiry
About us

The Minster Partnership is a privately owned practice of Independent Financial Advisers based in Wimborne, Dorset. I cover all areas of financial advice; whether it be personal or corporate in nature, an all round and confidential process to enable your goals and financial aspirations to be met. I work alongside other professionals, such as Solicitors and Accountants in assisting you to achieve the best outcome for your needs. My service is of a regular, long-term ongoing nature as my clients will testify.

Our services

Look after our clients. Once you become a client you will be seen face to face annually or more often if you require. Your investments and needs will be managed regularly to ensure your goals are met.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

We fully subscribe to an external and independent Compliance Auditor. Advice and files are checked regularly and we have a robust set of internal procedures and controls in place within the office for Advisers and Staff.

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