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    Equity Release Dorset

    Equity Release Dorset

    Equity Release Dorset: Fast Track to Financial Freedom   Equity release unlocks the gateway to a secure, fulfilling retirement in Dorset—your journey begins here. Discover the transformative power of equity release in Dorset, offering financial liberation and a...

    What is a Good Pension Pot

    What is a Good Pension Pot

    What is a Good Pension Pot? Best Retirement Prep The perfect retirement plan begins with understanding one pivotal question: "What is a Good Pension Pot?" This isn't just about numbers; it's about securing a future that shines as brightly as your present. Our guide...

    Get Financial Advice in Ferndown

    Get Financial Advice in Ferndown

    Earlier this year, St Barts Finance marked a significant milestone in its mission to deliver bespoke financial advice by opening a new branch in the heart of Ferndown. This strategic expansion reflects our commitment to bringing professional financial guidance closer...

    How Much Should You Have in Your Pension Pot?

    How Much Should You Have in Your Pension Pot?

    When it comes to retirement planning, one of the most pressing questions is: How much should you have in your pension pot to ensure a comfortable and secure retirement? The answer is not straightforward and varies for each individual, depending on various factors such...

    5 Reasons Why You Need Equity Release Advice

    5 Reasons Why You Need Equity Release Advice

    Equity release has emerged as a popular financial solution for homeowners aged 55 and over, offering a way to access the wealth tied up in their property without the need to move. However, navigating the complexities of equity release products requires professional...

    Do you keep meaning to sort out your will? We can help you

    Do you keep meaning to sort out your will? We can help you

    Do you keep meaning to sort out your will? We can help you.  Life is busy, we get it. But is anything more important than being in control of your future? Recent research* suggests that only 44% of UK adults have made a will, which means that you’re far from alone if...

    Equity Release Tips for Smart Homeowners

    Equity Release Tips for Smart Homeowners

    Equity release can be a gateway to financial freedom in retirement, allowing homeowners to unlock the value tied up in their property. Whether you're looking to supplement your retirement income, fund home improvements, or help family members financially,...

    Preparing Your Pension for a Secure Future

    Preparing Your Pension for a Secure Future

    Retirement planning is a journey that requires foresight, strategy, and timely action. Getting your pension prepared is crucial to ensuring a stable and comfortable future. Whether you're just starting your career, midway through, or nearing retirement, it’s never too...

    Your Guide to Equity Release in Dorset

    Your Guide to Equity Release in Dorset

    Navigating the world of equity release in Dorset? You’re in the right place. At St. Barts Finance, we pride ourselves on offering a helping hand through this journey, ensuring you make the most out of your cherished home. With a personal touch and years of expertise,...

    Is a drawdown right for you?

    Is a drawdown right for you?

    2 important questions to consider… If you have a defined contribution pension, you can access your retirement savings in a variety of ways. One of those options is drawdown – a flexible approach for dipping into your savings when you need to. Read on to learn more...

    Spring Budget Winners and Losers

    Spring Budget Winners and Losers

    Over-50s returning to work In his speech, the Chancellor said that “older people are the most skilled and experienced people we have”. So, he announced steps to make it easier for those over 50 to work for longer. Firstly, the government announced an enhancement to...

    Making sense of Dividends

    Making sense of Dividends

    In order for a company to grow, it can sell little pieces of itself, through what are known as shares. Many well-known businesses such as Microsoft, Amazon and Shell are listed on stock markets, which means people can buy shares in these firms. If you invest in a...

    Use Them Or Lose Them

    Use Them Or Lose Them

    At this time of year, one of the most beneficial things you can do for your money is to review your annual allowances. Make sure you’re using those that are available to you so you don’t pay more tax than necessary. The end of the tax year is on 5 April 2023 and it’s...

    Pension Consultation

    Pension Consultation

    Retirement is a major milestone that many people look forward to in life. It can be a time of relaxation and freedom, but it should also be approached with careful planning and consideration. Retirement planning consultation is an important part of making sure you...

    Retirement Planning Consultation

    Retirement Planning Consultation

    Retirement is a major milestone that many people look forward to in life. It can be a time of relaxation and freedom, but it should also be approached with careful planning and consideration. Retirement planning consultation is an important part of making sure you...

    Mortgage Capacity Report Services

    Mortgage Capacity Report Services

    Mortgage capacity report services are essential for individuals and businesses who need to understand their financial capabilities when it comes to borrowing money. These services provide an invaluable assessment of the borrower's current position in terms of income,...

    How Much Income Do You Want For Retirement?

    How Much Income Do You Want For Retirement?

    Retirement is a period of life that many people look forward to, but it often comes with questions about what kind of income they want to have. Many factors must be taken into consideration when deciding how much money you need for retirement, such as your current...

    How big should my pension be at 50

    How big should my pension be at 50

    Benefits of Planning Ahead Planning ahead is essential to achieving financial security in retirement. Knowing how much money will be available to retire comfortably is key, so starting to plan for the future at an early age is the best way to ensure a secure pension....

    Getting A Mortgage Capacity Report

    Getting A Mortgage Capacity Report

    What is a Mortgage Capacity Report? A mortgage capacity report is a document given to potential borrowers by lenders to assess their ability to repay a loan. It provides lenders with information about the borrower’s financial circumstances, such as income and...

    Affordable Mortgage Advice

    Affordable Mortgage Advice

    The journey to homeownership can be a long and difficult one. The process of obtaining a mortgage loan is often complicated and expensive, making it difficult for many potential homeowners to achieve their dreams. However, there are ways to make the process easier and...

    First Time Buyer Schemes

    First Time Buyer Schemes

    Buying a home is one of the most significant decisions and investments you can make in life. With house prices rising, it can be daunting for those looking to take their first step onto the property ladder. However, there are a variety of schemes available which are...

    Second Home Mortgage

    Second Home Mortgage

    As house prices continue to rise, more and more people are turning to second home mortgage options to meet their needs. With a second home mortgage, homeowners can purchase either an investment property or a vacation home. For those looking for additional income, an...

    Standard Life Pension

    Standard Life Pension

    Today, saving for retirement is an important financial goal for many adults. With the help of the right pension plan, individuals can ensure that they have a comfortable retirement. Standard Life Pension is a leading provider of pension plans and other retirement...

    It’s not all fixed rates

    It’s not all fixed rates

    With over 10 years of record low interest rates, fixed rate mortgages offer borrowers the stability of knowing what the mortgage payment will be for a set period, which helps with budgeting. Because of the way many lenders decide what rates to offer, we’re currently...

    The benefits of making overpayments on your mortgage

    The benefits of making overpayments on your mortgage

    Hardly a day goes by without the cost of living hitting the headlines. For many homeowners the increasing costs of owning and running a home is having a huge impact on household budgets. For those borrowers with a fixed rate mortgage, the recent increase in mortgage...

    Buy to Let Mortage

    Buy to Let Mortage

    Jumpstart your investment portfolio with a buy-to-let Mortgage We want to help you take advantage of every possible opportunity to increase your returns. As the housing market continues to change, investors need to stay ahead of the curve. One way to do this is by...

    UK Pension Advice

    UK Pension Advice

    Retirement is a major life change and making sure you have the right pension advice can make all the difference. In the UK, pensions are a popular way of saving for retirement and there are many options available to suit different lifestyles. With so much information...

    Financial Advice for Young Adults

    Financial Advice for Young Adults

    Retirement is an exciting milestone in one's life. It marks the end of a long career and the beginning of your golden years. But it also comes with financial considerations that can be overwhelming if you don't know where to start. Having a plan to manage your...

    Pension Service

    Pension Service

    As we approach the end of our working lives, the security of a pension is something that many of us rely on to ensure our financial stability. Pension services are an integral part of this process, providing essential insight and guidance to those planning for their...