Investments, Pensions, Mortgages & Insurance
“We're here to help you, with all your advice requirements.”
WE ARE 100% STILL OPEN FOR BUSINESS THOUGH AND ABLE TO OFFER TELEPHONE OR VIDEO MEETINGS TO ALL CLIENTS.
Click on ‘BOOK AN APPOINTMENT’ to book online or call the office on 01202 520550 to speak to an Advisor now.
"Planning, is bringing the future into the present, so that you can do something about it now."
WE ARE 100% STILL OPEN FOR BUSINESS THOUGH AND ABLE TO OFFER TELEPHONE OR VIDEO MEETINGS TO ALL CLIENTS.
Click on ‘BOOK AN APPOINTMENT’ to book online or call the office on 01202 520550 to speak to an Advisor now.
"Life Insurance,
It's better to be five years too early
than five minutes too late."
Call us on 01202 520550 or book an appointment online, to talk about your life insurance needs. We’ll advise on cover that’s tailored for your circumstances.
WE ARE 100% STILL OPEN FOR BUSINESS THOUGH AND ABLE TO OFFER TELEPHONE OR VIDEO MEETINGS TO ALL CLIENTS.
Click on ‘BOOK AN APPOINTMENT’ to book online or call the office on 01202 520550 to speak to an Advisor now.
"It's not how much money you make, but how much money you keep. How hard it works for you and how many generations you keep it for."
If you want to learn more about investment planning, investing for children, inheritance tax planning and estate planning, and receive advice tailored to your personal circumstances call us on 01202 520550 or
book an appointment online.
WE ARE 100% STILL OPEN FOR BUSINESS THOUGH AND ABLE TO OFFER TELEPHONE OR VIDEO MEETINGS TO ALL CLIENTS.
Click on ‘BOOK AN APPOINTMENT’ to book online or call the office on 01202 520550 to speak to an Advisor now.
"Someone's sitting in the shade today,
because someone planted a tree a long time ago."
Plant your tree. Talk to us today about investments, pensions and retirement planning. Call us on 01202 520550 or book an appointment online.
WE ARE 100% STILL OPEN FOR BUSINESS THOUGH AND ABLE TO OFFER TELEPHONE OR VIDEO MEETINGS TO ALL CLIENTS.
Click on ‘BOOK AN APPOINTMENT’ to book online or call the office on 01202 520550 to speak to an Advisor now.
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.
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.
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
Maria helped us with a buy to let mortgage. She was friendly, professional, approachable and efficient, with a ‘can do’ attitude, even when we came up against problems (mainly raised by my solicitor). Based on my experience, I would have no hesitation in recommending St Barts. And I adore the free pens 🙂
Roxana
We are very happy with the service received by Steve and his team. I was referred to St Barts by a friend as I was looking to re-mortgage. Not only did St Barts find us a deal which was substantially better than any other mortgage brokers i’d spoken to, they also provided sound advice regards to how best to approach using the re-mortgage to help fund some home improvements. Throughout the entire process to completion we were kept informed and even when we made an adjustment to the mortgage it was handled professionally.
Steve & Jenny
We would like to take the opportunity to thank St. Barts for helping us to re-mortgage. We would particularly like to express our thanks to Maria who we have used for mortgage services n the past. We followed Maria from her previous company to St. Barts and would fully recommend her to family and friends in the future. Maria was always professional and competent in her work and we would also like to thank Hannah in the office for her administrative support.
Joan
