St Barts Finance - St Barts Finance

Lloyds, Halifax and Bank of Scotland customers face payments problems

Hundreds of thousands of customers were unable to do most payments tra… Read more

Drag queen or delivery driver: What's your 'side hustle'?

Millennials are increasingly doing jobs on the side, whether through l… Read more

Jack Bogle: The man who pioneered index investing

Jack Bogle, credited with upending the way we invest through index fun… Read more

Housing market outlook worst 'for 20 years'

House sale expectations for the next three months are at their lowest… Read more

Watchdog's gender pay gap twice national average despite pledge

The Financial Conduct Authority is paying male staff a fifth more than… Read more

No-deal Brexit warning for UK drivers

A no-deal Brexit would mean anyone planning to drive outside the UK wo… Read more

Commuters and students 'short-changed by the government'

The inflation measure used to calculate some train fares and loan repa… Read more

Inflation falls to lowest level in nearly two years

UK inflation fell to 2.1% in December, pushed down by falling fuel pri… Read more

Brexit uncertainty hits house purchases

Home buyers and sellers have been postponing transactions until after… Read more

Lloyds' overdraft fees unacceptable, says MP

Bank is introducing charges against the spirit of a watchdog's recomme… 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.