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Liz Gordon
Liz Gordon
June 26, 2023
I needed to set up a personal pension and was quite anxious about the whole procedure but Chantelle Dean at the Ashley Cross office was so helpful and friendly, she put me at ease. She really listened to my concerns and explained everything clearly. There was no hard sell. I now have confidence that I have the right pension fund for me. Highly recommended.
Andrew Partridge
Andrew Partridge
May 24, 2023
Maria Bolger was the epitome of professional throughout the course of our transaction. She was attentive, worked quickly and ensured all implications of entering into the mortgage were understood. Would highly recommend to anyone looking obtain funding for property purchases.
Antonina Kheinchtein
Antonina Kheinchtein
December 11, 2022
Great professional assistance from St Barts Finance team . Excellent knowledge of products and efficient service.
debra lovell
debra lovell
July 20, 2022
5* service I have used St Barts Finance for the first time having been highly recommended to them. I cannot thank or praise the team of James and Della highly enough - we had quite a challenge in seeking several remortgages at a hugely busy time with interest rates changing daily etc. James provided very prompt illustrations and managed to secure the best offers available for us, receiving full illustrations within 48 hours, mostly the same day, having gone through all our finances and our requirements for the future at the outset. On securing the offers from the various lenders, Della's due diligence in chasing, updating us weekly, was superb and we have finally secured all the loans we set out to achieve with St Barts Finance. Dealing with some of the conveyancing companies proved a little challenging but Della always sorted the issues promptly and efficiently, keeping us updated at all times. Huge praise and thanks to James and Della for your professionalism, courtesy, swiftness and approachability at all times in looking after Steve and myself in managing all our expectations to completion - what a superb team you are and one that I would highly recommend to anyone I know, or indeed out there, who need financial advice.
Ivan Scardino
Ivan Scardino
June 21, 2022
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!
Mark
Mark
May 25, 2022
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.
robin dolton
robin dolton
May 19, 2022
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.
Beth Hawker
Beth Hawker
January 10, 2022
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.
Maira “maimai”
Maira “maimai”
December 23, 2021
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.
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All our Advisers are FCA regulated and fully qualified.

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Investments:
Spend it, or invest it?

Always a difficult decision – ideally both! Have as much fun as possible in your life – as you only get ONE life!

But at the same time, make sure you consider what you want to achieve in your future!

It is important that you make the right decisions through life and we are here to give you a helping hand with your savings and investments – as and when you need it.

If you are looking to just start a savings plan, or have a large portfolio – we are more than happy to have a chat.

We all lead complex lives in an increasingly complex world. We can help you understand financial challenges, goals and needs, then help you find appropriate ways to meet them. Even a seemingly straight forward financial goal can involve numerous decisions and a lot of time and effort getting it right.

You may have:

Capital that you would like to invest.
A current portfolio that needs to be reviewed.
Have received a lump sum inheritance.
Looking for a tax-efficient way to fund care home fees.
Be planning for your retirement.
Saving for a new home or a dream purchase.
Looking to set your children/grandchildren up for their futures.

These are just a few options, there are lots more! Reviewing your savings and investments is essential and so is utilising tax allowances!

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.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

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