How we work

St Barts Finance helps clients make the most of their capital, whilst providing a confidential and
safe home for all their financial needs.

Put simply, we want to assist you to grow and enjoy your wealth, whilst helping you save money wherever we can, be it by utilising the most competitive products we have access to or making full use of your tax allowances each year. The financial advice we provide is available to individuals and businesses and covers everything from mortgages and insurance to pensions and investments.

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.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

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