
˚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.
Steve Bartholomew
Managing Director
˚OUR TEAM
Richard Walker
Mortgage & Protection Adviser
Maria Bolger
Mortgage & Protection Adviser
James Sherrard
Mortgage & Protection Adviser
Stephen Retter
Mortgage & Protection Adviser
Chantelle Dean
Financial Adviser
Brad Fry
Mortgage & Protection Adviser
Ashley Rich
Mortgage & Protection Adviser
Andrea Leoni
Mortgage & Protection Adviser
Claire Parsons
Mortgage & Protection Adviser
David Clay
Mortgage & Protection Adviser
Katie Hartley
Mortgage & Protection Adviser
Maisie Pollock
Customer Consultant
Janice Sheeran
Mortgage Administrator
Taylor Shahi
Mortgage Administrator
Lauren Selby
YBS Branch Manager
Siobhan Howshall
Customer Consultant
Julie Vogel
Customer Consultant
Scarlett Edmondson
Customer Consultant
Laura Arthur
Customer Consultant
Charlotte Griffiths
Mortgage Administrator
˚Recruiting Now!
We are always looking for new people to join our team.
As we are always expanding the business, we would welcome contact from any Advisers or Administrators that would like to join us.
If you think that you are a good match, then please register your interest by sending your CV through to us with a covering message of the type of position you are seeking.
If you have always wanted your own business, but are worried about the financial implications – please get in contact. We are always available to discuss many options and can consider many ideas (such as opening another branch in your area under our guidance and help?).
We look forward to hearing from you.
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