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Financial Adviser Bournemouth
Welcome to St Barts Finance, a financial adviser Bournemouth locals can trust. Since our inception back in 2009, we have gone on to provide honest and reliable financial advice to a wide range of clients in the local Bournemouth area and beyond.
We have a specialist team of financial advisors who are experienced in a variety of areas of finance, many have previous experience at high street banks and building societies such as HSBC, Halifax, Nationwide and Virgin Money. This means that whatever your financial query is, we have the team to help you.
If you are looking for a financial adviser in Bournemouth who can provide you with honest, reliable and helpful advice, get in touch with our team at St Barts Finance today. Simply give us a call on 03300 562 210 or drop us an email at [email protected].
You can also speak with a financial adviser directly by using our online booking system. Either use the buttons above or use our booking page to schedule an appointment.
Financial Advice you can Trust
We have a mission at St Barts Finance, and that’s to provide a service to our clients that we would expect and want to receive ourselves. Customer service is 100% the most important part of this business, and that’s why we like to think that you can trust us.
Our business is actually split into two departments – Mortgage & Protection and Investment & Pension and we have done this as it’s not easy to specialise in everything and we want to ensure that our advice is excellent.
Our process is simple. We will 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’s completely at our cost. You need to decide if you like us before you use us!
A Range of Financial Services
At St Barts Finance we offer a range of financial services throughout the UK, that can all be tailored to meet your needs and individual requirements. We have a dedicated team of financial advisers that are ready to help you achieve your financial goals.
Whatever your financial goals are, let us help you achieve them.
We have a wide range of mortgage solutions available to our clients and have a highly experienced team of mortgage advisers on hand to answer any queries you might have about mortgages.
Mortgages can be a complicated business and there are many factors that determine whether or not you will be accepted for one. We strongly advise that you get in touch with a mortgage adviser as soon as possible if you are thinking of applying for a mortgage.
Here are some of the mortgage services we offer:
- First-time Buyers
- Buy to Let
- Equity Release
- Bad Credit Mortgages
- Commercial Mortgages
- Mortgage Capacity Report
Mortgage Capacity Report
One of the most popular services we offer is our mortgage capacity report, which can be ordered for just £195.
A mortgage capacity report is a thorough report detailing the amount and type of mortgage you are most likely to get after a divorce or separation. As a mortgage capacity report is often requested by the courts to pick financial splits of existing assets, it’s essential the report is deemed credible, so it is necessary to speak with a mortgage advisor.
At St Barts Finance, we have a team of mortgage consultants who are experienced in dealing with mortgage capacity assessments and reports. In fact, you can request a mortgage capacity report from our team online. If you’d like more information, here is a sample report for you to look at.
Another highly popular area of our business is our pension services. We have a team of pension advisers who can help you start planning for retirement today by setting up a pension. If you don’t already have a pension fund, we highly advise you to come and speak with us.
A pension fund is incredibly beneficial for your long term financial planning and has a few benefits that shouldn’t be overlooked, such as the financial relief it can provide for when you are no longer employed and unable to earn a steady income.
We offer a vast array of pension services in Bournemouth and beyond and our team is just a phone call away if you have any questions.
Here are some of the pension services we offer:
- Pension Consolidation
- Pension Review
- Pension Transfer
- Auto Enrolment
- Retirement Planning
With inflation at an all-time and not looking at slowing down anytime soon, now is the time for you to start thinking about letting your money work for you.
Investing can be an overwhelming process, as there are so many different options available and a lot of contrasting opinions about where is the best place to put your money.
At St Barts Finance, we can help you understand any financial challenges, goals and needs you may have, and then help you find appropriate ways to meet them.
Even a seemingly straightforward financial goal can involve numerous decisions and a lot of time and effort to get it right.
If you’re after honest and credible investment advice, then St Barts Finance is here to help. Just remember, that the value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Here are a few of our investment services:
- Investment Trusts
- Investing for Income
- Ethical Investments
- Unit Trusts
Finally, the last area of our business is insurance. We find that many individuals can be naive when it comes to insurance, as most won’t think twice about insuring their personal belongings such as their cars or phones, but when it comes to their loved ones, insurance is usually shrugged off.
However, as we know, life can be very uncertain at times and many individuals suffer from serious injuries or illnesses as a result, their inability to work can put financial pressure on their loved ones.
This is a lot more common than you think so it’s essential that you have the right insurance in place should the worst happen. Whatever your insurance needs are, we have a helpful team of insurance advisers in Bournemouth that can assist you.
Here are some of our insurance services:
- Life Insurance
- Home Insurance
- Income Protection
- Critical Illness
Book an Appointment with a Financial Adviser
St Barts Finance is proud to be rated as a 5-star financial adviser in Bournemouth and surrounding areas. We have helped a range of clients throughout Bournemouth with their financial needs.
No matter what your financial situation is, our experienced and knowledgeable team are on hand to help you. If you live in the local area, why not pop down to one of our local branches in Bournemouth, Poole or Charminster and have a chat with an adviser.
We also have offices further afield in Salisbury, Southampton and Somerset. However, we actually serve the entire UK so feel free to give us a call and we can arrange a meeting.
To book an appointment with a financial adviser today simply give us a call on 03300 562 210 or send an e-mail to [email protected]. Alternatively, you can use our online booking system to speak to an adviser of your choice directly.