In this blog post, we explain how the financial advice team at St Barts Finance can help you set up an investment ISA along with building you a bespoke financial plan that is in line with your goals lifestyle and attitude toward risk.
Based on 73 reviews
St Barts Finance
06:02 01 Jul 22
Excellent service from start to completion on my remortgage, Katie was always available to answer any questions and make the process stress free. I would highly recommend her for any mortgage process as she is very professional, hard working and supports you through every step of the process.
08:50 21 Jun 22
Outstanding service from Andrea along with Charlotte, both of them very professional and caring, they helped me and kept me updated throughout all the process. I would definitely recommend them and St Barts team!
14:21 25 May 22
During the height of the "race for space" Ashley Rich was extremely helpful in the purchase of my first property. He was professional and attentative throughout the mortgage application, he explained everything and managed to get me a fantastic rate. He even went the extra mile to call the odd estate agent who was adamant on ensuring my finances were in place when viewing. I can't thank him enough and I will certainly be using Ashley again when moving home in the future.
13:52 19 May 22
We have used St Barts for all our purchases and Re-mortgages over the past 8 years. Richard and his team are always really helpful and the process is painless. Would very much recommend.
10:33 12 Mar 22
We have worked with St Barts over several years now on property purchases and remortgages, and have found that they always offer honest advice and a quick, efficient, professional service. It’s fair to say we have brought some challenges to the table and Maria has always found a solution, with patience and perseverance. We would certainly recommend Maria and the team at St Barts.
07:02 25 Jan 22
Katie has been unbelievable! Going above and beyond with responses and dealing with others in our property purchase. Could not ask for anyone better! We have also recommended her numerous times.
11:30 23 Jan 22
Katie was very helpful, always answered our questions promptly, very happy with the mortgage she got us. Would definitely recommend her and would use her again. Thank you
10:24 10 Jan 22
James and the team have helped us massively through really difficult property sales. They always had our best interests at heart and are great communicators! Couldn't recommend them enough.
22:57 23 Dec 21
Amazing service Katie helped us every step of the way nothing was too much trouble answered all my questions promptly no matter when I sent them! Made a stressful life event run smoothly!From putting an offer on a house to completion took less than 8 weeks!! Definitely recommend 👍
13:58 23 Dec 21
As first time buyer, I thought it would be very stressful find the right mortgage, but I understood I was in good hand and would not have any kind of stress when Andrea patientelly dedicated to me a lot of time to explain me what I must know about mortages and gave me the oportunity to choose the right mortgage, I am very satisfy about this.Sarah was very kind and keep me updated at any time at any stage of the procedure, always available to answe at any of my queries.Richard ensured that I have the right insurances after my purchase.Competitive rates and money very good spent, I would highly recomend St Barts finance.I thank you all the staff for the support received.
18:42 20 Dec 21
Huge thanks to St Barts Finance, Andrea Leoni and Sarah Coley made the journey of buying my flat much smoother, highly recommend.
14:31 03 Dec 21
I used David Clay from St Barts as my mortgage broker and I can't recommend him enough.After not getting anywhere with several other brokers David gave me excellent advice on how to get everything in order, he didn't rush anything and always had time to help. Eventually, I ended up getting a mortgage at a level I didn't anticipate was possible.Having worked in the property industry across London, Wiltshire, Hampshire and Surrey over the last 8 years I have dealt with several brokers and David is without doubt of the highest calibre.
10:29 01 Dec 21
I was lucky enough to choose St Bart’s Finance to help me to re-mortgage my property. I dealt with Andrea, who was very knowledgeable and thorough and kept me updated along the way. Sarah was also available for any queries I had. They have competitive rates. I would highly recommend.
10:07 01 Dec 21
Katie at St Barts Finance was a brilliant mortgage advisor when I was buying my flat. She answered all of my questions and explained everything that I didn't understand. She also chased a lot for me which made the whole process of buying a property go smoothly. I would definitely use Katie at St Barts Finance again. Thank you!
12:58 29 Nov 21
09:35 27 Nov 21
Very good service from Brad - thank you
14:07 19 Nov 21
Excellent service would recommend without hesitation
14:22 20 Oct 21
We were first time buyers and has an absolutely amazing experience from Katie.Always friendly and professional from day 1. Our advisor was almost always available for calls and emails with quick responses. She also did a wonderful job at keeping the process moving, including chasing up solicitors or anything else.100% would fully recommend. Now happy home owners!
20:45 18 Oct 21
James and Janice at St. Barts Finance helped me through my first home purchase and they were incredibly helpful. Both were very well informed and were happy to take time and answer all my questions. Both of my parents have now also used their services for a purchase and re-mortgage with the same comments and I would recommend them to anyone. Many Thanks.
13:44 21 Sep 21
I was recommended St Barts by a friend for me and my girlfriends mortgage and they were absolutely superb. Richard made what I thought would be a long and arduous process extremely simple, stress free and ultimately very successful. Everything was explained so we fully understood everything and I couldn't fault them one bit. Have already recommended St Barts to friends and I will continue to do so, and will be back in touch when we decide to move. Many thanks Richard and Roger for all your help, and we wish you all the best!
19:53 14 Sep 21
Richard has been fantastic throughout my dealings with him. I initially contacted Richard late on an evening and he responded to me immediately, confirming that he could assist. It was great to have someone so willing to help with an immediate response. I certainly didn't expect a response late in the evening, but it put me at ease knowing I had found someone to help. Richard immediately let me know what details he required and the report I needed was produced first thing the next day. The report was extremely in depth and very concise without containing lengthy paragraphs of legal jargon. My solicitor is also very impressed and plans to use Richard's services in the future. I have since returned to Richard for another report and again, he changed his schedule to assist me with something I needed sorting the same day. He completed the report and sent it straight over. I cannot recommend Richard enough and will highly recommend him to anyone who needs assistance with mortgages or any other financial concerns.
10:07 31 Aug 21
A huge thank you to Katie Hartley at St Barts Finance. You have been fantastic throughout the whole progress of buying and selling our properties and I don’t know where we have been without you!You kept us up to date with our mortgage process and managed to get us a great deal! You were informative, professional and responsive throughout mortgage application.You informed us of a great solicitor in which you chased to gain responses.Offered us help and advise on life insurance, again getting us another great deal.I would highly recommend the service. They have been super helpful, friendly, professional and overall a life saver to help deal with all the stresses.Once again a BIG THANK YOU!Regards,Steph & Dylan.
06:47 31 Aug 21
Katie Hartley - Always helpful and gave regular updates in relation to the chain. One of the best brokers I have dealt with. Thanks Katie
18:50 07 Jul 21
We had the pleasure of working with St Barts Finance and can confidently say that they represent the best in the industry. They are the safe pair of hands you need to look after your interests. A special shout out to Maria Bolger and Taylor Shahi from the Poole office. They were professional, quick to respond, knowledgeable and genuinely cared about us. We highly recommend them and would not hesitate to give them our business again.
18:40 23 Jun 21
Brad from St Barts new what I was after from the beginning and couldn't help me enough thankyou
14:53 23 Jun 21
Brad Fry is absolutely amazing! Excellent service and exceptional professionalism, very wide range of products in access, friendly and on time service! I definitely recommend to anyone! Many many thanks!
09:54 14 Jun 21
Fantastic service provided by Brad at St Barts from start to finish. Would highly recommend.
15:27 24 May 21
Absolutely outstanding service from everyone at st barts.Taylor and maria have kept us informed and supported us throughout the whole processI would highly recommend st barts and Maria to any one needing financial broker services and advice.
18:09 19 May 21
A huge thank you to Ashley Rich, the level of service we received was absolutely exceptional. We were nervous first time buyers experiencing a challenging purchase and he was always on hand to give sound advice, always took the time to explain how things work and got us the best deal for our situation. I would strongly recommend Ashley and St Barts to anyone who has any mortgage needs! Looking forward to dealing with him again at renewal.
18:51 18 May 21
Amazing service provided from St Barts Finance and specifically from Ashley Rich.He has been a super star. Always transparent, professional, prompt on answering questions and extremely helpful.We were in a zoom call while he was sending our mortgage application, thing that I really appreciated.I was on furlough, with a tricky job contract and my girlfriend with a new job ( she had only 2 payslips), thanks to Ashley skills, we managed to get a mortgage offer on our first house and get a very good deal.We highly recommend his service.The only thing I've not been very happy is to have paid their fee before a mortgage offer had been accepted, even if we've been said that if the first attempt wouldn't went through, they would had given us the chance to try few more times.
21:46 13 May 21
Me and my partner used St Barts Finance to help us get our first mortgage and they where brilliant! Katie was amazing nothing was too big a job, she was so efficient and responsive always there when we needed her. As a first time buyer they made the process very straight forward despite my partner having a default! Without them I’m not sure what we would have done! Thank you and a special thank you to Katie who went above and beyond for us! 5 star and If I could give more stars I would!
17:01 07 May 21
20:10 13 Mar 21
James Sherrard has looked after my financial needs for many years now with a complete, professional and personal service always. The whole team come highly recommended.
11:19 23 Feb 21
I could not recommend Brad (Mortgage & Protection Adviser) enough. He has provided an outstanding service at every stage. It is never easy the house buying process (especially during a pandemic!), but having someone like Brad in my corner has made all the difference! We have had a very difficult and long purchase of our new family home but Brad was always on hand when l needed help and support. He never let me down and is a big part of the reason we have been able to complete on our new family home! Thanks Brad 🙂
11:57 20 Feb 21
Outstanding service from James Sherrard, along with the help of Janice and Charlotte. The team were incredibly pro active, they managed to submit my application and produce a mortgage offer within a week. Absolutely recommend the team and James in particular.
10:22 06 Feb 21
Outstanding service from start to finish. As a mortgage broker myself I can’t thank the guys enough. Despite a pandemic, breakdown of chain and unconventional income type they were able to helpme purchase my first home. Sarah and Richard were proactive in helping me overcome these issues and the customer service was outstanding. Couldn’t recommend more.
12:40 27 Jan 21
Having used this company for two re-mortgages, I can thoroughly recommend them as professional, efficient and great value for money. James Sherrard did my mortgages and it was one of the least painful processes I have ever had to deal with, absolutely seamless!!Also a big thank you to the whole team... Steven, Richard, Marie, Charlotte, Andrea to mention but a few.
10:12 18 Dec 20
I would like to say a massive thank you to Richard for sorting out our first time buyers mortgage for me and my wife. Also helping us along the way to securing our first ever home. Service has been superb from the beginning to the end. Who can forget Sarah for her humongous support assisting along the way relentlessly on the ball everytime I emailed or phoned, ready and waiting to help anytime I had a question or needed to sort out any tedious tasks, which can be daunting for any first time buyer. 110% for service and delivering on everything all the time. Your postive energy and can do attitude and continuous willingness to help, I feel delighted and at ease I chose St Barts Finance in Bournemouth to secure our home. Please give her a bonus and a pay rise and a promotion. She is asset and a great ambassador to your organisation. I have no doubts at all I will be using St Barts in the future, and of course I would recommend anyone to them, whether they are a first time buyer or not, to make sure to use them. You will not regret it. The rest of the colleagues have also been great as well throughout.
16:18 06 Dec 20
Always brilliant.I have used St Barts Finance for several years.Maria Bolger have been incredible in helping me to buy my first home and remortgaging too.So appreciate of her help.I will definitely using them in future.
20:38 30 Nov 20
17:51 11 Nov 20
I used Stephen Retter to help getting my mortgage and he was great. I am currently trying to get another and wouldn't use anyone else, Stephen is always happy to help.
00:55 14 Jul 20
21:02 02 Jul 20
Highly recommended!David mortgage advisor was very helpful, kind and quick response therefore would recommend to anyone who wants an advice!
17:49 18 May 20
Excellent efficient service so far from Brad.Would really recommend
16:16 04 Apr 20
St Barts have been great! They provided me with reassurance; support and pep talks during the purchase of my flat. I am so glad I switched mortgage advisors to come to them and I will most definitely be using their services for my house in Salisbury. They explained the process clearly and repeated things when I was unsure.
10:08 21 Oct 19
As a local independent agency, we have been pleased working with St Barts Finance and all dealings have been professional. The updates and communications are important when processing mortgage applications and knowing the lenders criteria ensures a high probability of not only the best rates in the mortgage market place, saving people money, but also reduces the fall through rates and wasted time and expense. Keep up the good work.
16:25 16 Oct 19
St Bart’s Finance Ltd is a very professional yet caring company.From my initial inquiry concerning Retirement income planning and appointments with Ben James, I truly felt that I was listened to and that Ben worked with me taking time in discussing which option would be right for me to get to the satisfactory result I was hoping for.I am very grateful for their high standards and impeccable service. I highly recommend this company and will use them again when the need arises.Mrs J Wragg Poole
13:24 16 Aug 19
Claire offers a great service, proactive, professional and very approachable. Would highly recommend!
12:32 23 Jul 19
Claire offers a great service with friendly honest advice, would highly recommend!
09:53 23 Jul 19
Super friendly and helpful. Answered all of our questions and got us a deal we are really happy with. Will definitely be recommending.
12:52 08 Mar 19
always ready to help and friendly team
09:07 08 Mar 19
Great service, Highly recommended.
08:55 08 Mar 19
I have used St Barts Finance for many years and after a recent visit to the Poole branch It did not disappoint.
18:26 30 Oct 18
13:32 21 May 18
James Sherrard and his team did an excellent job in finding us a good mortgage that suited our needs. The service was highly professional, informative, friendly, and competitive. Thank you guys, job well done!! We will be returning customers!
08:39 30 Apr 18
I have no hesitation in recommending James and the team at St.Barts. They have arranged 3 mortgages for me. Each time they've sorted out the best deal and made the whole experience as painless as possible. Thanks go especially to James.
16:51 22 Feb 18
I have used St Barts finance on many occasions and always found them very helpful with my remortages. They always keep me posted on any updates and made sure that the completion dates were kept to even when we had to change providers half way through !
10:19 22 Feb 18
Highly Recomend Steve & His Team at st barts!They really do go over and above. I cannot thank them enough!
20:30 21 Feb 18
I've used these guys 4 or 5 times to arrange residential and buy-2-let mortgages. Steve and the team have never let me down and always work hard to find me the best deal on the market at the time. These guys certainly take a lot of the hard work out of arranging a mortgage. Will certainly use again and would recommend to anyone.
11:18 21 Feb 18
Great advice and support from the whole team. I simply wont go anywhere else.
08:30 21 Feb 18
Excellent company to use. They have access to better deals than I could ever find myself. They have saved me thousands on set up costs and interest rates on my mortgages. Why trawl through comparison websites and fill out endless forms when you can get St Barts to do it all and end up with a much better deal! Kept informed throughout.
08:19 21 Feb 18
We used St Barts to get our mortgage, they were very helpful and gave us great independent advice on which product would suit our needs. We also used the help to buy scheme and Steve helped us through the whole process. They took alot of the stress out of the process by keeping in contact with our solicitors and sellers, and chasing up anything that was going slowly. They also gave us advice on insurance and checked in with regular updates on how things were progressing and to answer any questions we had. We will definitely by using them again when it's time to renew our mortgage. Excellent service, highly recommended.
08:15 21 Feb 18
After searching the big banks and building societies for a remortgage that fitted my needs without luck I thought a remortgage was out of my reach. That was until I found St Barts Finance, after one meeting with their friendly professional staff in their modern office we were on track with what I needed, four weeks later and the remortgage was completed saving me thousands of pounds and reducing my stress levels! The whole process from start to finish was handled by their team from dealing with my previous and new lender to chasing up the solicitor, I had regular updates whilst the team worked to greatly improve my finances. I will not go anywhere else for financial advice in the future.
Expect Best - Web Design
08:06 21 Feb 18
We have used St Barts Finance for both our property purchases and both times the service has been seamless and easy. St Barts helped us reach our potential for mortgage offers and found us an amazing product. Cannot recommend more highly.
19:34 20 Feb 18
A local and friendly experience. Got a mortgage with £500 cash back. Employees know what they are talking about. Highly recommended service.
09:50 20 Feb 18
Have used Steve and the team at St Barts for a number of years for Buy to Let Mortgages and Pensions advice. Have always found them to be efficient and easy to talk to. They also make things easy for you. They are easy to talk to and very professional. I would have no hesitation in recommending them. In fact I do, on a regular basis!
20:32 19 Feb 18
Very happy with the help St Barts gave me regarding our mortgage. They made it easy for us to understand our options with our first mortgage and have provided support ever since, Thank you!!!
20:23 19 Feb 18
Fantastic service, thank you so much to the friendly St Barts team for all your help and advice. I've used them a few times and will definitely go back! Would recommend to everyone
16:55 19 Feb 18
Always very pleased with the service received from St Barts. Have used them several times for mortgage advice and pension overviews. Would recommend to anybody.