The Minster Partnership LTD

Finance and Legal


Stand: MS 301
Company Details:
Allen House
2a East Borough
Wimborne
Dorset
BH21 1PF
Contact Details:
Telephone: 01202 882420
Mobile: 07866 858138
Social Media
Linkedin: Kelly-gribble
You have dreams of what you want out of life. Maybe it’s providing a bigger home for your children, or reducing your outgoings, or extending your home to make the home you really want it to be.  Or it could be building a property portfolio so you can have a comfortable retirement.

I provide an independent, bespoke, mortgage and later life lending (equity release) advisory service to discerning clients within the Exeter, Teignbridge and Torbay area building my business from referrals.

To ensure a full all-round service, I also provide a protection advisory service to run along-side any lending required.

I pride myself in providing a proven, consistent excellent service and through this I aim to build my portfolio of clients through referral business.

I also have a proven excellent track record in relation to Risk, ensuring the service I provide is not only right for my clients but is in keeping with regulation and compliance.

I have an excellent relationship with my clients, many of which have been built up over a number of years and as I know them extremely well, enables me to provide a honest and realistic approach and provide products which are right for them.

I have attained the R05 qualification in Protection and the R01 qualification, Financial services, regulation and ethics. I have also attained the CF6 Mortgage Advice, via the Charted Insurance Institute which means I have acquired the Certificate in Mortgage Advice. I have completed the Certificate in Equity release qualification.

The Minster Partnership can also provide a full investment and pension service, just let me know if this is of interest and I will ask a member of the team to contact you.

FCA number:  745901

 

financial