Achieving your financial goals

After waiting what felt like a long time for everything to happen, all of a sudden we own the unit! It feels like nothing has really changed, but now the dust has settled, it is wonderful to think that it has all gone ahead as we hoped and we have a new asset for the future. Thank you to Jo Wilmott for believing we were able to do it, and for taking the time and care to ensure we could. Without her help, we wouldn't be in this position. Jo’s communication in particular has always been excellent and we certainly wouldn't hesitate to recommend her to anyone in the future.

We are extremely happy and grateful for the wonderful service we received at The Minster Partnership, specifically from Daniel Joyce. Dan helped us to get our first mortgage in 2020, he helped set up several life insurance policies, and this year he successfully guided us through a remortgage which included debt consolidation. Dan is excellent at getting to the route of people's needs and we felt heard and valued at all times. He was on hand to troubleshoot any issues and really took away the pain of remortgaging the house. We highly recommend Dan Joyce and his team at The Minister Partnership for any financial advice and services.

I have just been the recipient of the best form of financial advice I have ever had in my 40 years as a professional woman - who also has little idea how best to run her investments!  I write to endorse warmly, Michelle Lambell of The Minster Partnership in Dorset.  Her kindness and patience was only matched by the clarity of her explanations and advice both written and verbal and the clear explanations of highly complex investment opportunities and challenges.  Talking with Michelle has enabled me to come to grips with previously poor decisions and to understand how these can be corrected.  After examining her superb report and analysis of my current financial affairs, I came away, for the first time in years, with a strong plan to build a more secure investment future. I cannot thank her enough.

Whilst I understood the need to plan, I work full time in a busy job and I am not motivated to understand the detail of financial management.  In that context I found Michelle to be considerate, concise and clear.  Michelle listened, asked thought provoking questions and pulled together comprehensive documentation that helped us to make decisions about our future with everything in one place.  Michelle helped build my understanding and most significantly, my confidence when dealing with this type of thing in the future.  We are both very grateful for Michelle’s support and her approach.

I have been an extremely satisfied customer of Michelle’s since 2019.  I think Michelle is an accomplished adviser, through her advice and support I have been able to change my life.  As a member of the over 55 age group, finally sorting out my pension pot has provided me with choices and Michelle has played a huge part in this process.  After a busy working life, I really can say that Michelle has helped me to put together a pension plan that will benefit my life choices and provide me to achieve financial freedom, something I never thought I would.  Michelle’s knowledge and expertise of the financial markets and products are her key strengths but her people skills and capabilities to support her clients are outstanding.  I am grateful for your help and understanding, you have given me so much more than financial advice.