St Barts Finance - Mortgage & Financial Advice

'They took Â£150 from the till - was it really worth it?'

Lilly was tasered in the shop where she worked, just one of the 115 re… Read more

Inflation rises on increases in the cost of food and wine

UK prices rose by 1.9% in February, nudged higher by duty on wine and… Read more

Brexit food stockpiling loan ad banned

Advertising chiefs rule people may have felt pressured into taking out… Read more

Watchdogs 'need to prove they protect consumers' says NAO

Four regulators need to be able to prove how they are protecting consu… Read more

'Fleecehold': New homes hit by 'hidden costs'

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World's most expensive cities revealed

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UK employment at highest since 1971

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Revenge evictions: 'We were evicted for complaining about a roof leak'

A campaign group says some landlords carry out "revenge evictions" whe… Read more

Home leasehold system needs reform, say MPs

The UK's leasehold system has left many householders in unsellable hom… Read more

Why Venezuelans are seeking refuge in crypto-currencies

As Venezuela staggers under political and economic crises, its citizen… Read more

˚WHY WORK WITH 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.

We all lead complex lives, in an increasingly complex world. We can help you understand financial challenges, goals and needs and help you find appropriate ways to meet them.

We have an extensive range of products and services – using more than 50 of the UK’s top mortgage lenders and a vast, carefully selected group of investment funds to match all our client’s requirements. We strive to ensure that we keep our clients both safe and tax efficient and have high street offices in both Bournemouth & Poole 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.

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.

Call us on 01202 520550, or use the ‘BOOK AN APPOINTMENT’ button, to book your appointment online now.

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

MORTGAGES

PENSIONS

INVESTMENTS

INSURANCE

Helping you make the most of your money

MORTGAGES – INSURANCE – INVESTMENTS – PENSIONS

VIEW THE COMPANIES WE WORK WITH ≫

BOOK AN APPOINTMENT ONLINE

1st -

Call us, or book online

Book an appointment online, or simply call us on 01202 520550 for a chat.

One of our highly qualified Advisers will always be available to speak to you – or meet you face to face at one of our high street offices in Bournemouth or Poole. If more convenient, we can come to you?

2nd -

Receive expert advice

All our Advisers are fully qualified and will guide you through the application process.

We also have the full support of Openwork – one of the largest financial services networks in the UK, to ensure we are always ahead of the game with changes in legislation, products and the industry in general.

3rd -

Ongoing Service

We always make sure that we keep in contact with our clients after providing advice.

We may agree to meet every year, or we may agree to call you when something changes. The main thing is, that you have the correct support going forward. We love speaking to our clients and most of our new business is referred to us by our existing clients.