Rachel Jones, The Minster Partnership Ltd

Independent Financial Adviser The Minster Partnership Ltd, 2A East Borough, Dorset, Wimborne, BH21 1PF
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
17th June 2019
Chartered Financial Planner dedicated to providing an independent, professional service to both private and corporate clients.
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Rachel Jones (nee Smallcalder) FPFS BSc Hons
Chartered Financial Planner, Fellow of the PFS
Accreditations
Chartered Financial Planner
Where to find us

The Minster Partnership Ltd, 2A East Borough, Dorset, Wimborne, BH21 1PF

Make an enquiry
About us

The Minster Partnership is a privately owned practice of Financial Advisers based in Wimborne, Dorset, covering most of South of England and beyond. We cater for all levels of financial advice; whether it be Personal or Corporate in nature, an holistic and totally confidential process to enable your goals and financial aspirations to be met.

We work in collaboration with other professional advisers, such as Solicitors and Accountants in assisting you to achieve the best outcome for your needs. Our service is of a regular, long-term ongoing nature as many of our clients will testify.

Our services

Holistic Financial Planning
- Wealth Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Pension Transfer Specialist
- Investments
- Income and Life Protection
- Long Term Care Planning

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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