INVESTMENTS

INVESTMENT STRATEGIES

TAX EFFICIENT SAVINGS

ISA’S

BONDS

INVESTMENT ACCOUNTS

PENSIONS

UTILISING THE LATEST TAX ALLOWANCES

INVESTMENT PLATFORMS

INVESTMENT RISK PLANNING

ETHICAL INVESTMENTS

PORTFOLIO BUILDING AND REVIEW SERVICE

REGULAR REVIEWS

˚Shall i 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.
To review your current portfolio.
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!

Call us on 01202 5205550 or click in BOOK AN APPOINTMENT and we can discuss this with you in a no-obligation initial meeting.

The value of the investment and any income from them can go down as well as up 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.

Login to your Investment Account

Download tax guide for 2018/19

˚REPUTATION

St Barts Finance has been built on the back of our reputation throughout the areas we cover. With many of our existing clients referring their family and friends to also benefit from our straight forward and professional pension advice service.

We offer a full investment review service and will produce a financial suitability report for you. All of our work will include the most tax efficient products available in the market and be completely tailored to your own individual circumstances. We will always take into account inheritance tax planning and set up or review trusts as and when required.

It doesn’t matter how many plans you have, we will obtain all the information for you and ensure that we advise you of the best course of action. If this means leaving them where they are – that is exactly what we will advise you to do!

1st -

Call us, or book online

Book an appointment online, or simply call us on 01202 520550 for a chat.

One of our highly qualified Advisers will always be available to speak to you – or meet you face to face at one of our high street offices in Bournemouth or Poole. If more convenient, we can come to you?

2nd -

Receive expert advice

All our Advisers are fully qualified and will guide you through the application process.

We also have the full support of Openwork – one of the largest financial services networks in the UK, to ensure we are always ahead of the game with changes in legislation, products and the industry in general.

3rd -

Ongoing Service

We always make sure that we keep in contact with our clients after providing advice.

We may agree to meet every year, or we may agree to call you when something changes. The main thing is, that you have the correct support going forward. We love speaking to our clients and most of our new business is referred to us by our existing clients.