Achieving your financial goals

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.

I have had two mortgages arranged by Dan in the last three years and would never consider using anyone else.  He found me the best deals and consistently kept me updated as the applications progressed.  Dan has also reviewed private pensions that my wife and I took out over 20 years ago and moved them onto a more appropriate arrangement to suit our current needs.  The level of professionalism, expert advice and guidance from Dan has been outstanding, and I have no hesitation in recommending using his services.

Thank you Rachael for everything you've done. I wouldn't be able to go through all of this without your constant support. I very much appreciate your professional and human approach. You have always been here for me when I needed. Thank you so much.