ABOUT US

˚WHO ARE WE?

Set up in June 2009 by our Managing Director, Steve Bartholomew – St Barts has achieved substantial growth since its inception, managing to open two high street offices on the south coast with more in the planning.

Steve Bartholomew states: ‘Our main aim is to provide a service to our clients that we would expect and want to receive ourselves. Customer services is 100% the most important part of this business – if this is not achieved, then we will not succeed’.

Where the high street banks are shutting daily, we have branches that clients can simply walk into and receive advice. If we do not have a branch in your area, we can offer video conference meetings direct to your phone or PC or can use a telephone the same as everyone else if thats easier!

We arrange an initial meeting with you and will then tailor our advice to your specific requirements. You are under no obligation to use our services once we have had this meeting and it is completely at our cost. You need to decide if you like us and want to use us before you go any further.

Our business is split into two departments – Mortgage & Protection and Investment & Pension, we have done this as it’s not easy to specialise in everything and we want to ensure that our advice is excellent, not average. The majority of our advisers have previously worked for high street banks (HSBC, Halifax, Nationwide, Virgin Money to name a few) and continue to up date their knowledge through additional qualifications and training courses provided by our compliance network – Openwork.

We hope to look after any advice requirements you may have in the future and for you to then refer us to others, as our existing clients do.