St Barts Finance - Mortgage & Financial Advice - Bournemouth, Poole & Salisbury

MORTGAGES, INSURANCE, INVESTMENTS & PENSIONS – We’re here for you, when you need us.

We work in partnership with Yorkshire Building Society, and own and run their Bournemouth & Southampton branches as Agencies.

We work all over the UK, with our head office in Bournemouth and are part of one of the largest financial services networks in the UK – The Openwork Partnership

MORTGAGES

PENSIONS

INVESTMENTS

INSURANCE

WHY CHOOSE US?

It’s very easy to simply approach your high street bank, or to search online for financial advice – but are you sure the advice is accurate or the best available?

Some companies will only offer you their products or services and others will have a very limited offering.

Understanding your needs fully at the outset, and on an ongoing basis, is a critical part of ensuring both your investment, pension, mortgage or insurance requirements and that they meet your needs now and into the future. We will make sure that we understand your future goals, establish your attitude to risk, recommend a solution and make sure you stay on track over the years ahead.

We have an extensive range of products and services, for investments and pensions, this includes Protected funds, smoothed funds, money market funds, property funds, income and distribution funds, sector funds, cash funds, lifestyle funds and stakeholder-friendly managed funds.

For mortgages, we use more than 50 of the UK’s top mortgage lenders to match our client’s requirements.

The bottom line is that it’s all about YOU and YOUR own personal circumstances. Our job is to provide you with advice that suits YOU and then arrange this for you in a simple, efficient and straight forward way – taking the stress out of the equation.

We conduct a no obligation initial consultation and tailor our services to your specific financial requirements. We pride ourselves in ensuring our clients are never rushed, nor feel pressurised into doing something they don’t want to.

We like to ensure that all of our clients understand the product or products that they are taking out and we feel that this ensures that they know that it matches their requirements.

Our Branches

Woking

01483 661433

Salisbury

01722 442304

Reigate

01737 517259

Swindon

01793 680222

Winchester

01962 670054

Southampton

02380 011754

Farnborough

01252 418514

Basingstoke

01256 638155

Andover

01264 313960

Esher

01372 232709

Bournemouth

01202 520550

Poole

01202 086111

OUR INVESTMENT APPROACH

We seek to deliver the best investment opportunities to meet your needs. It’s an approach that combines:

1. Getting to know you, your future plans and attitude to risk;

2. Having one group of investment professionals, who maintain the quality of our entire investment range and structure it around the needs of all investors, irrespective of their view of risk;

3. Utilising dozens of leading companies that contribute funds to that range; and in particular Openwork’s associated company Omnis, with its distinctive way of accessing best-of-breed fund managers.

By working this way, we aim to provide you with, as far as is possible, a reliable and trustworthy investment solution that can play a vital part in ensuring your future financial well being and security.

We strive to ensure that we keep our clients both safe and tax efficient and have high street offices in both Bournemouth, Poole & Salisbury so that you can pop in at your convenience.

We pride ourselves on our high levels of service and like to provide clear and concise advice to you and your family.

˚OUR HAPPY CLIENTS

St. Barts provide an invaluable service when it comes to progressing and resolving matrimonial finance cases. They recognise the need to often cover a number of different variables within their reports and do this very well. The service is also quick and efficient, often producing reports within fairly short timescales.

Ian Butterworth

In dealing with St Bart’s Finance I found them to be swift efficient and extremely helpful.” author=”Matthew Moore” occupation=”Partner – Gales Solicitors” avatar_image=”8543″ type=”quote” layout=”framed” italic=”1″][cl-review quote=”I frequently instruct Steve to prepare mortgage capacity reports, because I can rely on him to provide an efficient service and a comprehensive report (often in a short turnaround time). I wouldn’t hesitate to recommend Steve to other lawyers for his services. Thank you for you assistance to date – much appreciated.

Lauren Harley

We regularly instruct St Barts to provide detailed mortgage capacity reports for the purposes of matrimonial litigation. I have always found them very responsive, thorough and professional. A number of my clients have gone on to take out mortgages through them. I have no hesitation in recommending them for both mortgage and financial services generally.

Deborah Leask

I would like to thank Richard Walker for helping with my remortgage, as without him, I would never have been able to deal with this.

In my 80’s, I was convinced that I wouldn’t be able to find a mortgage lender willing to offer me a mortgage, but Richard not only identified appropriate lenders for me, but he managed to arrange an extremely good deal, saving me over £700 a month compared to my existing arrangement!

Anna Snow

St Bart’s Finance Ltd is a very professional yet caring company.
From my initial enquiry concerning Retirement income planning and appointments with Ben James, I truly felt that I was listened to and that Ben worked with me taking time in discussing which option would be right for me to get to the satisfactory result I was hoping for.
I am very grateful for their high standards and impeccable service. I highly recommend this company and will use them again when the need arises.

Joy

To Richard and Lyndsay. You made the whole process of the mortgage very easy and no stress. A very professional approach and I was always kept up to date. I would recommend you.

Rob

I was very impressed with the very professional advise and the seemingly smooth and painless way everyone dealt with our application, I would certainly use you again and also recommend you.

Andrew

Thank you very much for all your help in advising and setting up our new mortgage. We found the service to be very professional and nothing was too much trouble. We will definitely recommend Steve and his team at St Barts.

Clive & Sarah

To Steve and Hannah. Thank you for making the whole process much easier and less stressful. You and your staff are professional, courteous and friendly. We would highly recommend your service to anyone who wants peace of mind and an easy mortgage experience. We wish you all the best for the future.

Jeremy & Nadine

Steve and his team have been so professional and found us a great product and then they continued to do all the work which was great. You really feel in safe hands . Thank you to all.

Jane

MORTGAGES

A small % saving makes a huge difference!

PENSIONS

With greater choice comes increased complexity…

INVESTMENTS

Are your savings working hard enough?

INSURANCE

Ever bought something online that doesn’t quite fit?

WHY CHOOSE US?

Our Branches

Bournemouth

Bournemouth YBS

Southampton

Poole

Salisbury

Chard

Woking

Salisbury

Reigate

Swindon

Winchester

Southampton

Farnborough

Basingstoke

Andover

Esher

Bournemouth

Poole

OUR INVESTMENT APPROACH

˚OUR HAPPY CLIENTS

St Barts Finance Limited