Make your money work for you
Guiding you to make solid financial decisions
You have dreams of what you want out of life. Maybe it’s a comfortable retirement, or sending your children to college or passing on the family business.
Whether you are just starting out, looking for a long-term investment or seeking financial security for you and your loved ones, you can rely on The Minster Partnership to deliver flexible plans that suit your specific needs.
Experience Led Financial Advice
We are well placed in the Dorset town of Wimborne and have connections with local solicitors, accountants and banks. The Minster Partnership is spread across two offices in Wimborne. One is home to the lending department where both commercial and residential lending is advised and administrated from. In the mortgage office, you will find 5 fully qualified residential lending experts and 1 commercial lending manager; all supported by a friendly administration team.
Building Strong Relationships
In setting up The Minster Partnership, Richard, with his many years’ experience working for both large independent financial companies and smaller firms and having canvassed the opinion of many clients concluded that they prefer to deal with local medium-sized firms. This facilitates an environment where both client and adviser could build a working and personal relationship over the years.
All Under One Roof
Taking this one step further Richard wanted The Minster Partnership to be able to offer all areas of financial advice under one roof. From Investments, Pensions, Protection, Trust Work, Tax Planning and Mortgages both on a personal and a commercial sphere but still maintaining the very personal relationship between adviser and client.