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St Barts Finance Money Age Award
St Barts Finance Local Hero Award 2019
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St Barts Finance LTD is an appointed representative of The Openwork Partnership Limited, which is authorised and regulated by the Financial Conduct Authority

All our Advisers are FCA regulated and fully qualified.

Fully GDPR compliant and GUARANTEED quality advice

We are part of one of the UK’s largest Financial Services Nerworks:

We are part of one of the UK’s largest Financial Services Nerworks:

Financial Adviser Southampton

Here at St Barts Finance, we’re dedicated to providing honest and reliable financial advice. Since our inception in 2009, we have gone on to provide financial help to a wide range of clients in the local Southampton area and beyond. 

Our team of advisors is made up of specialists who have previous experience at high street banks and building societies such as HSBC, Halifax and Nationwide. They are able to deal with many different types of financial issues, so whatever your query is, we can help you out. 

If you are looking for a local financial adviser that can help you with your money matters, give us a call at 03300 562 218 or drop us an email at [email protected] today.

You can also book an appointment using our online booking system by using the buttons above or by going directly to our booking page.

Mortgage Advisor Bournemouth

Your Local Southampton Independent Financial Adviser

We have a mission, and that’s to provide the best possible service to our clients. We want you to be able to trust us and feel comfortable using our services. 

Our business is split into two departments—Mortgage & Protection and Investment & Pension—as this enables us to offer comprehensive advice on all aspects of financial planning.

Let us help you with your financial goals. Our team of experts can recommend a mortgage, life insurance plan, or any other financial product that suits your needs.

We take the time to listen to you, understand your objectives and then recommend the most appropriate solutions for you.


A personalised service that’s uniquely tailored to you

St Barts Finance offers a comprehensive range of financial services that can be tailored to meet your needs and individual requirements. We have a dedicated team of financial advisers ready to help you achieve your financial goals. 

Whether you’re a first-time buyer or looking to remortgage, or perhaps you want to open a stocks and shares ISA or find out about life insurance and income protection, we have the right help for you.

Whatever your financial goals are, let us help you achieve them.

Our Mortgage Services

We have a wide range of mortgage solutions available to our clients, and we 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.

We offer a comprehensive range of mortgage services including:

  • First-time Buyers
  • Remortgaging
  • Buy to Let
  • Equity Release
  • Bad Credit Mortgages
  • Commercial Mortgages
  • Mortgage Capacity Report
Couple celebrating buying their first home

Mortgage Capacity Report

One of our most popular services is a mortgage capacity report, available for as little as £195. A mortgage capacity report gives you an idea of the type and amount of mortgage you may be eligible for after divorce or separation. 

An accurate report is paramount; if you’re going through a divorce or separation, speak to one of our mortgage consultants today.

At St Barts Finance, we have a team of mortgage advisors 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.

Example of a Mortgage Capacity Assessment


Our pension services are a highly popular part of our business. We have a team of pension advisers who can help you start planning for retirement today by setting up a pension fund. 

If you don’t already have a pension fund, we highly advise you to come and speak with us so we can advise you on how a pension fund can benefit you in the long term.

We offer a wide range of pension services. Here are a few of our most popular:

  • Pension Consolidation
  • Pension Review
  • Pension Transfer
  • Auto Enrolment
  • Retirement Planning
Financial Advisor Poole, Pension Adviser Bournemouth, How big should my pension pot be at 40


If you’re interested in letting your money work for you, then it’s time to consider investing. With inflation at an all-time high and not looking likely to slow down anytime soon, now is the time for you to start thinking about where your money could be invested.

Investing can be an overwhelming process as there are so many different options and opinions about the best place to put your hard-earned cash.

At St Barts Finance, we can help you understand any financial challenges, goals and needs you may have by offering unbiased advice that is tailored specifically to you.

We can also offer a range of investment plans and products to fit any financial goal or need, as this is a very personal decision that involves numerous decisions and a lot of time and effort to get right. If you’re after honest advice from credible investment advisors 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.


Insurance is an important part of our business, but it’s also a very personal one. We understand that not everyone wants to think about insurance until there’s a reason to.

What we offer is peace of mind for you and your family—whether you need life insurance or homeowners insurance, we can help.

Here are some of our insurance services:

  • Life Insurance
  • Home Insurance
  • Income Protection
  • Critical Illness
  • Wills
Financial Adviser Bournemouth

Need a Financial Adviser? Book your appointment

We are a financial advisory company that has earned an excellent reputation for providing dependable, accessible, and affordable advice to people in the Southampton area. Our advisers can help you evaluate your current financial situation and make recommendations based on your individual needs. 

We conduct a no-obligation initial consultation, during which we tailor our services to your specific financial requirements. We pride ourselves on providing financial advice without pressuring you into doing something you don’t want to do.

If you would like to book an appointment with a financial adviser, please call us on 03300 562 218 or email us at [email protected].

Alternatively, you can use our online booking system to schedule an appointment with the adviser of your choice directly.

Mortgages & Pension Team Working in Head Office, Financial Advisor in Poole, Financial Adviser Southampton
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