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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 in Poole

St Barts Finance is a local financial advisor in Poole. Since our inception in 2009, we have gone on to provide honest and reliable financial advice to a wide range of clients throughout the local area and beyond. 

Our team includes advisors with experience at high street banks and building societies, including HSBC, Halifax, Nationwide, and Virgin Money. This means that whatever your financial question is, we have the team to help you. Contact us today by calling 03300 562 218 or emailing [email protected]

You can also schedule an appointment using our online booking system above or on our contact page.

Mortgage Advisor Bournemouth

Financial Advice Tailored to your Needs

We are a financial advisory firm headquartered in Bournemouth, with other branches in Poole, Charminster, Salisbury, Southampton and Somerset. We also own and operate a local Yorkshire Building Society branch.

Our mission is to provide clients with professional and personalised financial advice that meets their individual needs. We have two departments: mortgage & protection and investment & pension. We will meet with you for an initial consultation, at no charge to you. You may then decide whether or not to use our services.

Our Financial Services in Poole

St Barts Finance offers a wide range of financial services in Poole and surrounding areas. We have a dedicated team of financial advisers who are 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.



Mortgages are one of our specialities. We offer a variety of mortgage solutions to suit your needs, and our experienced team of mortgage advisers are on hand to answer any questions you might have. 

Here are some of the services we offer: 

  • First-time Buyers
  • Remortgaging
  • Buy to Let
  • Equity Release
  • Bad Credit Mortgages
  • Commercial Mortgages
  • Mortgage Capacity Report
  • Holiday Let Mortgages

Mortgages are 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.

Couple celebrating buying their first home

First-Time Buyers

Homeownership can be a rewarding step for many people. However, for first-time homeowners, the process can be overwhelming and confusing.

Our mortgage advisors are trained to help you understand the intricacies of financing your home so that you can make an informed decision about your financial future.

For most people, buying a home is the biggest investment they will make in their lifetime, so you need to consider your options carefully before making such a large commitment.

This is why you should work with a mortgage advisor who specialises in helping first-time buyers.

Holiday Let Mortgages

Holiday let mortgages are specifically designed for properties that will be used as holiday rentals. The popularity of these mortgages has been on the rise in recent years, thanks to factors such as increased demand for staycations, sites like Airbnb making it easier for individuals to list their properties for rent and financial advantages over traditional buy-to-let mortgages. 

However, holiday let mortgages do come with their own set of challenges. For example, they tend to be significantly more expensive than traditional buy-to-let mortgages. Lenders perceive them to be a higher-risk investment so you will need to factor in the cost of furniture and decoration when looking at this option. 

Finally, when you’re buying a property to let out as holiday accommodation, it’s important to consider the running costs of the property including electricity, gas and water bills.

Mortgage Capacity Report

If you are in the midst of a divorce or separation, it may be difficult to think about finances. However, it is important to understand your mortgage options and what kind of loan you will be able to qualify for afterwards. 

A mortgage capacity assessment can help determine the maximum loan amount you will be able to qualify for following a divorce or separation. At St Barts Finance, we offer a mortgage capacity report for just £195—competitively priced compared with our competitors. 

For additional information on mortgage capacity reports, please schedule an appointment with one of our mortgage brokers in Poole. We will be happy to answer any questions you may have and help you make an informed decision about your finances.

Example of a Mortgage Capacity Assessment


We understand that planning for your retirement can be both stressful and overwhelming, especially when it comes to your finances. Fortunately, we have an experienced team of pension advisers who are used to helping clients plan for retirement and sort out their pensions. 

It’s important to start planning for your retirement as soon as possible, which means you’ll want to start putting money away into a pension pot. The earlier you start, the more money you will have to live off by the time you retire, which will ensure you don’t have any financial worries.

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 earning a steady income. 

We offer a vast array of pension services in Poole and beyond and our team is just a phone call away if you have any questions. Whether you need a pension consolidation, pension review, and pension transfer or perhaps you are considering leaving your current job or retiring soon and just need some honest and helpful advice, St Barts Finance is here to help.

Financial Advisor Poole, Pension Adviser Bournemouth, How big should my pension pot be at 40

Benefits of Starting a Pension

The majority of people understand why starting a pension is so important, but why is it that some individuals still don’t have a pension set up?

Well, after reading the following list of the benefits of starting a pension you may wish to reconsider forking out your hard earn wages on that new car or holiday and instead put it away in a pension fund. 

We recommend that you start a pension fund as early as possible because pensions can make up for some of the loss of income in retirement; they also make it easier for you to pay for day-to-day expenses when you are older because you will no longer be working and therefore earning wages.

Pensions are tax-efficient; they compound interest over time, allowing your initial investment to grow more quickly than if it were kept in an ordinary savings account. 

Furthermore, pensions offer tax relief so that workers can put more money toward their retirement funds than they would otherwise be able to with an ordinary savings account


As inflation continues to rise, you may wish to consider investing your money in order to ensure future financial stability. 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:

  • ISA’S
  • OEIC’S
  • Investment Trusts
  • Investing for Income
  • Ethical Investments
  • Unit Trusts
How to Set Up a Stocks and Shares ISA
Financial Adviser Bournemouth


We also provide insurance services for individuals and families. We find that many people are ill-equipped when it comes to protecting their loved ones in the event of unforeseen circumstances. As a result, many families have no financial support should their loved ones fall ill or become injured. 

This is more common than many realise, so it’s important that you have the right insurance in place to support your family if and when they need it. Whatever your insurance needs are, our friendly team of Poole insurance advisers will guide you through every step of the process.

Here are some of our insurance services:

  • Life Insurance
  • Home Insurance
  • Income Protection
  • Critical Illness
  • Wills

Book an Appointment with a Financial Adviser in Poole

St Barts Finance is pleased to be rated as a 5-star financial adviser in Poole and surrounding areas. We have helped many clients throughout the area with their financial needs. No matter what your financial situation, our experienced and knowledgeable staff are on hand to help you. 

If you live in the local area, why not pop down to one of our local branches in Poole, Bournemouth or Charminster and have a chat with an adviser? 

We also have offices further afield in Salisbury, Southampton, and Somerset, but we actually serve the entire UK so feel free to give us a call and we can arrange a meeting with an adviser near you. 

To book an appointment with a financial adviser today simply give us a call on 03300 562 218 or send an e-mail to [email protected]. Alternatively, you can use our online booking system to speak to an adviser directly.

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