Rachel Jones, The Minster Partnership Ltd

Independent Financial Adviser  The Minster Partnership Ltd, Dorset, Wimborne, BH21 1PF
First meeting at adviser's own cost
Chartered Financial Planner dedicated to providing an independent, professional service to both private and corporate clients.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 14th June 2021
Meet our advisers
MRS Rachel Jones (nee Smallcalder) FPFS BSc Hons
Chartered Financial Planner, Fellow of the PFS

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to business.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Certified Financial Planner Chartered Financial Planner
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

Where to find us
Head office address: The Minster Partnership Ltd, 2A East Borough, Dorset, Wimborne, BH21 1PF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 14th June 2021

Similar advisers near you

Independent Financial Adviser 1.07 mi
We offer expertise, knowledge, integrity and a personal service at a great price.
 
Independent Financial Adviser 1.36 mi
Independent Financial Advisor and Independent Mortgage Advisors (Whole of Market).
 
Independent Financial Adviser 1.41 mi
We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
 
Restricted - whole of market 1.49 mi
We want to provide you with the best service so that you are happy to refer us to friends/family.