Investments

    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...

    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...

    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...

    10 ways to reduce your tax bill

    10 ways to reduce your tax bill

    Being hit with a large tax bill can be a big shock and for many, a massive financial burden. Luckily, there are ways you can become more tax efficient and prevent any unwanted tax suprises.

    Budgeting tips for saving money

    Budgeting tips for saving money

    Whether you want to go on holiday or just want to save some money for the future, budgeting is a good way to put aside some money for reaching this goal. Here you can find some tips to help you take control of your finances.

    Talking to Kids about the Value of Money

    Talking to Kids about the Value of Money

    Ensuring your children understand the value of money from an early age is very important. But as a parent, how do you go about this?
    In this blog post, we discuss exactly that and give you 4 great ways to teach your kids about the value of money.

    What Is Capital Gains Tax?

    What Is Capital Gains Tax?

    Capital gains tax is something most people have heard of. But do you actually know what it is? Find out what is capital gains tax right here with St Barts Finance.

    Important information and support for Buy to Let landlords

    Important information and support for Buy to Let landlords

    The Covid-19 outbreak is having an increasingly profound impact on the UK housing market. As a landlord, you’ll be aware that this is having significant implications within the Buy to Let market. Whether you were planning to make an imminent property investment; are a professional landlord with a portfolio of properties or own just one property, you’ll be keen to understand what’s happening and where this leaves your Buy to Let investments and decision making.