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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:

Pension Adviser Bournemouth

Are you looking for the finest pension adviser Bournemouth has to offer? Then look no further than St Barts Finance. We are a 5-star rated financial services adviser based in Bournemouth.

We have been providing financial solutions for a wide range of customers throughout Bournemouth, and the surrounding UK areas, for many years. 

While we can help with a wide range of services such as mortgages, investments and insurance, one of the most popular services is actually our pension advice. Our pension advisers are on hand to provide you with honest, helpful, and friendly advice about your pension. 

No matter what your pension query is, you can be assured that our pension specialists will have the answers you need. Get the ball rolling and speak to a member of our pensions team today by calling us on 03300 562 210 or drop us an email at [email protected].

Alternatively, you can book an appointment using our online system, simply click the button above to start. 

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Why Choose us for Pension Advice in Bournemouth?

Originally founded in 2009 by our managing director, Steve Bartholomew, we have gone on to achieve substantial growth. With branches in Bournemouth, Poole, Charminster, Salisbury and Southampton, we have been offering 5-star financial advice to a range of clients throughout the UK. 

The reason we believe we are the number one pension adviser Bournemouth has to offer is due to our mission of providing the best customer service possible.

Our aim is to provide a service to our clients that we would expect and want to receive ourselves. 

In addition to this, we also have a dedicated, experienced and highly knowledgeable team of financial advisors who share the same company ethos.

A lot of our advisers have previously worked for high street banks and building societies, which ensures our client’s queries can always be answered by someone who knows what they are talking about. 

If you would like to learn more about St Barts Finance or any of our advisers, please contact us today or check out our about us page.


Helping you Plan for Retirement

Our pension advisers at St Barts Finance are dedicated to ensuring you get the most out of your retirement. This starts with planning for your retirement way before you actually intend to stop working. To start planning your retirement today it’s essential that you have a pension set up. 

If you haven’t yet got around to starting a pension plan, don’t worry. Our specialist pension team can help you set one up right away and offer you professional support and guidance to ensure you get the most out of your pension. 

If you have already got a pension plan set up, but want a professional to review it for you, then get in touch with us today.

When it comes to retirement planning it’s essential that you are as thorough as possible. Our advisors are happy to go through this with you and ensure you get the most bang for your buck.

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

Our Pension Services

Whatever your pension requirements are you can be sure that we will have the solution. We have a highly skilled team of pension specialists on hand to answer any questions you might have. 

We offer a range of different pension services in Bournemouth and have been helping our clients plan for their retirement since 2009.

Whether you want to set up a new pension, you need a pension transfer or perhaps you just want some friendly advice, St Barts Finance is here to help. 

Here is a list of some of the pension services we provide:

  • Pension Consolidation
  • Pension Review
  • Pension Transfer
  • Pension Drawdown
  • Auto Enrolment
  • Retirement Planning
  • Pension Drawdown

Benefits of Starting a Pension

Pensions have been around for years. 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 as it can provide many benefits. For example: 

  • Pensions can make up for some of the loss of income in retirement
  • Auto Enrolment Scheme – more money from your employer
  • Tax-free lump sum when retired
  • Compounding Interest 
  • Tax Relief
Benefits of a pension

More than just Pensions in Bournemouth

At St Barts Finance, although we have a trustworthy team of pension advisers that can assist you with any questions you may have about a pension, we also have a team of highly knowledgeable mortgage, investment and insurance advisers. 

We offer a vast range of financial services in and around Bournemouth and have helped many locals take control of their finances.

We can do it all, from first-time buyer mortgages, remortgaging services and commercial mortgages to investment ISA’S and life insurance.


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Life Insurance

Speak to a Pension Adviser Today

We are proud to be regarded as one of the most trusted pension advisers in Bournemouth and surrounding Dorset areas. 

If you’d like some help and support with a pension, why not pay us a visit at one of our local branches. We have offices in Bournemouth, Poole, Charminster, Salisbury, Southampton and Somerset. 

If we do not have a branch in your location, we can provide video calls straight to your phone or PC or simply arrange a telephone call. To get your pension set up or for any other pension-associated queries please get in touch with a pension advisor at St Barts Finance today. 

Just give our team a call on 03300 562 210 or send an email to [email protected].

Alternatively, you can use the button above to talk to a pension expert or use our booking page to set up a call.

Pension Adviser Bournemouth
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