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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.

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.

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.

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.

Julie Eddicott

Dip FA

Julie brings over 28 years of financial service experience and a strong referral built client-base to the practice. Julie gives financial advice to individuals and corporate clients on retirement planning, investments, protection and inheritance tax planning. She advises on a number of company pension and life schemes.

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.

Lorna Kinsman

Mortgage Protection Administrator

Sylwia Bialas

Mortgage Protection Administrator