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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:

Investment Advisers Bournemouth

If you’re looking for reliable investment advice, the finest investment advisers Bournemouth has to offer are here to help.

St Barts Finance is a Bournemouth financial advisor who has been providing financial solutions to a wide range of clients in the local area for many years. 

Our financial advisors specialise in a range of different services, such as insurance, pensions and mortgages. One of our most popular is investment advice. 

If you need professional investment advice from a specialist team of investment advisers, then look no further than St Barts Finance.

Get in contact with us today by calling 03300 562 210 or simply drop us an email at [email protected].

If you’d like to speak with an adviser directly, use the button above to book an appointment.

Mortgage Advisor Bournemouth

Investment and Financial Advice you can Trust

At St Barts Finance, we have been providing investment advice in Bournemouth and surrounding Dorset areas since 2009.

We have achieved significant growth during the last 13 years and have gone on to open branches in Bournemouth, Poole, Charminster, Salisbury, Southampton and Somerset. 

We believe that we are one of the finest investment advisors in Bournemouth as we offer 5-star services to all clients. We have received some fantastic accolades and reviews over the years as one of the most trusted financial advisors in the UK. 

Our mission at St Barts Finance is simple, and that’s to provide our clients with a service that we would expect and want to receive ourselves.

Furthermore, the backbone of our company is run by a team of dedicated, experienced and highly knowledgeable advisors who are on hand to help you. 

Many of our advisers have practical experience working for high street banks and building societies, such as Halifax, Virgin Money, HSBC and Nationwide, so you can be sure that you are dealing with complete professionalism.

Our advisers also continue to improve their knowledge through extra certifications and training courses supplied by our compliance network – The Openwork Partnership.

SPEAK TO AN INVESTMENT ADVISOR TODAY

Our Investment Services

St Barts Finance offers a variety of investment services in Bournemouth.

Whatever your investment needs or circumstances are, our investment advisers are here to help. 

Here are a few of the investment services we offer: 

  • Financial Planning
  • ISA’S
  • OEIC’S
  • Investing for Income
  • Investment Trusts
  • Ethical Investments
  • Offshore Investments
  • Unit Trusts

Financial Planning

As you start to get older and save up more money, it’s important to start thinking about your financial future. Learning about investment and which commodities or assets to invest in can be extremely beneficial, especially with the ever-increasing rise in inflation and living costs. 

No matter what age you are or how much money you have saved up, an investment advisor at St Barts Finance can help you.

If you have some money currently sitting in your bank account doing nothing, now might be the time to think about investing and let your money work for you.

Let our financial planning team give you the right advice, so you can sleep easy at night knowing your money is being leveraged as efficiently and securely as possible.

There are a few important things we will go over with you to make sure we can tailor our services to your needs.

Our investment advisors will first go through your current circumstances to understand a clear picture of where you’re currently at with your finances. We will then help identify and select some realistic and attainable financial goals before drawing up a plan to help you achieve these goals.

ISA’S

ISA’S or individual savings accounts are saving accounts that offer tax-free interest payments. Generally speaking, there are 4 different types of ISA that all come with their own benefits. 

At St Barts Finance, our investment advisers can provide you with a range of different ISA services.

Whether you want to set up a stocks and shares ISA, transfer an ISA, open up a lifetime ISA or simply want some friendly and honest investment advice, our team is here to help. 

To learn more about ISA’S and how they can help your finances, get in touch with us today.

Investment Advisers Bournemouth
Mortgage Advisor on the phone

Why Speak with an Investment Adviser?

If you want to maximise your investments and make your money work for you, then we strongly advise you to speak with an investment adviser.

There are many reasons why speaking with an expert at St Barts Finance is important, so here are a few. 

  • Tailored advice that meets your financial goals
  • Access to a wider range of choices
  • Guidance and support when faced with an important financial decision
  • Accountability for you and your financial goals
  • Helps you take advantage of any tax relief

More than just Investment Advice in Bournemouth

At St Barts Finance, despite having a team of specialist investment advisers, we also have advisers in other financial sectors, such as pensions, mortgages and insurance. Whatever your financial needs are, we can help. 

Whether you’re a first-time buyer and need advice on a mortgage, you’re recently divorced and need a mortgage capacity report, you need help with a commercial mortgage, or perhaps you need advice on starting a pension or buying income protection insurance, we can do it all. 

First Time Buyer Mortgages

Mortgages with Poor Credit

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.

Example of a Mortgage Capacity Assessment

Book an Appointment with an Investment Adviser

If you’re looking for honest, reliable investment advice from a team of experts, then get in touch with St Barts Finance today. If you’d like to chat with an adviser face-to-face, why not pop into one of our local branch offices. 

We have offices in Bournemouth, Poole, Charminster, Southampton, Salisbury and Somerset. We also own and run the Yorkshire Building Society branch located in Bournemouth. So come in and have a chat with us today. 

If we don’t have a branch in your location, we can offer video calls directly to your phone or PC or simply arrange a call. You can book an appointment online here.

To speak with our team today simply give us a call on 03300 562 210 or send an e-mail to [email protected].

Pension Adviser Bournemouth
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