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Meet The Team

The Driving Force Behind your Success

Across the two offices in Wimborne, The Minster Partnership is made up of 14 financial advisers and 9 administration staff.

Richard Liddiard

Principal

Richard started his career in financial services around 30 years ago. In this time, he has held various roles. He set up The Minster Partnership in 2013. Richard spends his day running the company, liaising with clients and carrying out compliance duties.

Rachel Jones

APFS (Hons) Chartered Financial Planning

Rachel began her career in financial services back in 2000 within the pensions industry with James Hay. After completing her BSC business degree at Cardiff Business School and a 15 month period living in Sydney, she moved to London to join the discretionary investment management firm Seven Investment Management. In September 2013 Rachel moved to the Bournemouth area to further her career as a financial planner and in early 2015 she obtained Charter Financial Planner status with an advanced diploma in financial planning.

Tim Madge

APFS Chartered Financial Planner

Tim began his career in financial services in 1999 as a consultant for Scottish Life. He has been practicing as an independent financial advisor for 15 years. He has attained Chartered Financial Planner status and holds the advanced diploma in Financial Planning.

Jonathan Havard

Dip.FA.HND

Jonathan is a widely experienced financial advisor who has worked in the industry since leaving university and moving to Bournemouth in 1991. Despite having worked for many years for larger corporations such as Abbey Life, Liverpool Victoria and Barclays Wealth Management he saw his future as working with a smaller, more personalised financial practice.

Charles Pasamar

Dip FA CBI

Charles became a financial advisor in 1993 having previously worked for American Express and the late philanthropist Sir John Templeton. His clients, many of whom he has dealt with for more than 20 years, benefit from his advice in matters of investment and estate planning with a particular regard to inheritance tax. Charles is also qualified to advise on long-term care funding.

Ria Bedford

Director of North Star Wealth

Ria started working in the financial services in 2003. After spending several years working with an investment and pension provider. in 2008 she trained as a financial advisor with a large national firm. Her success took her to a role working within an investment company as an offshore specialist. in 2015 she established her own firm, North Star Wealth Management and became an appointed representative of The Minster Partnership.

Geoffrey Gallyon

Research Analyst

Geoffrey started his financial career in May 1990 as a financial adviser and continued to advise clients until 2016. He is now the research analyst for The Minster Partnership. On a day to day basis he researches and analyses providers, asset management companies, discretionary fund managers and platforms for the financial advisers.

Administration Team

Administration

The administration team is made up of Clare Reeve, Debra Adam, Jo Skinner, Christine Elmy, Mandy Prantl and Natalie Lanham. Clare is head administrator and assistant to the principal. Clare's former background was as a legal secretary. She joined The Minster Partnership in 2013 as an administrator. She now runs the admin team and is responsible for the day to day running of the firm.

Sue Gollop

Head of Mortgages & Protection

Sue is a local Wimborne lady and has been working within the financial services industry since 1990. Spending that time working in various complex roles with RBS private banking and Halifax. She joined The Minster Partnership in 2013 and looks after clients with mortgage, remortgage, buy-to-let, equity release/lifetime mortgages, secured lending, bridging loans and any associated personal protection needs.

Natalie Gollop

CeMAP, Mortgage Protection & Equity Release

Natalie has worked in financial services since 2004. In 2014 she joined The Minster Partnership as an administrator, specialising in Mortgage and Protection work. Whilst working as an administrator she studied and passed her Mortgage (CeMap) qualifications. She is now a trainee Mortgage and Protection broker.

Dan Joyce

CeMAP, Mortgage Protection & Equity Release

Whilst working for several years in a local independent estate agents, he studied and obtained the Mortgage and Protection qualifications (CeMAP) and joined The Minster Partnership in November 2016. He gained experience under the guidance of Sue Gollop. In addition to the CeMAP exam, he now holds the Equity Release qualification.

Sandeep Sesodia

Commercial Mortgage Broker

With a successful track record of over 35 years in Banking and Finance, Sandeep looks to provide funding solutions to all business. Key is to assist businesses to realise their strategic and long term goals by providing the appropriate finance structure. Forging relationships is central to Sandeep’s ethos and together with all colleagues at The Minster Partnership he adds value by providing a bespoke, tailored and personalised service. Sandeep works closely with business and local communities as well as with key business partners and professionals across the region. He is the Chairman of the Southampton Business Strategy Group (previously Southampton Business Board), Hampshire Chamber of Commerce, a non-executive Director of the Hampshire Chamber of Commerce, Chair of Southampton Connect (Southampton City Council), Board member of The New Forest Business Partnership, and ex - President of the Rotary AM Connect Club in Southampton. He is now the Youth Services Chairman at Highcliffe Rotary Club. Sandeep also finds time to undertake voluntary work to mentor students through The Careers & Enterprise Company (Solent LEP) and he is a vice Patron of the QE2 Activity Centre (for people of all ages with special needs).

Kelly Gribble

CeMAP, Mortgage Protection & Equity Release

Kelly is based in Devon and covers the South West, including Devon, Cornwall and Somerset. Kelly started within Financial services in 2003 and spent that time within RBS Private Banking helping her clients with mortgages and their day to day banking needs. She joined The Minster Partnership in 2018. Kelly has since gained her Equity Release qualification, to be able to offer her clients a full range of services.

Paul Higham

Dip FA

Paul started his career in financial services in 2002 after completing his degree in Business Management. Paul first worked in pension administration, then became a mortgage advisor and moved into financial planning in 2005. Paul has experience working as an adviser for Barclays, Legal & General, privately owned firms and has run his own financial services business. Paul specialises in personal and business protection advice and retirement planning.

Sylwia Bialas

Mortgage Protection Administrator

Lorna Kinsman

Mortgage Protection Administrator