St Barts Finance - Mortgage & Financial Advice

Which banks do customers love or hate?

The UK's competition body lists the top, and bottom, rated banks for c… Read more

JP Morgan creates first US bank-backed crypto-currency

The US investment bank has created the JPM Coin to handle wholesale pa… Read more

Death certificate to treble in price

And many families need multiple copies making the price hike from Â£4… Read more

Most English local authorities 'plan to raise council tax'

The expected increases come as many local authorities plan to cut spen… Read more

Property repossessions 'lowest since 1980'

Low mortgage rates and a less aggressive attitude from lenders means f… Read more

The fashion models struggling with a life of debt

Models travel between fashion capitals for the chance to appear on the… Read more

Morrisons faces women's equal pay action

If the legal challenge succeeds, female workers could receive back pay… Read more

Name checks on payments face delay

The system aimed at preventing fraud could start up to 18 months later… Read more

May challenged on 'rip-off' energy cap pledge

An MP reminds the PM of her call to end to rip-off energy prices, but… Read more

UK inflation falls to two-year low in January

Falling energy prices push inflation to 1.8% in January, from 2.1% the… 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.