St Barts Finance Ltd

Restricted - Whole of Market  St. Barts Finance, Dorset, Bournemouth, BH8 9RR
First meeting at adviser's own cost
We want to provide you with the best service so that you are happy to refer us to friends/family.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.7/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Steve Bartholomew CeMAP CertPFS DipFA
Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

MR Stephen Retter

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

MISS Maria Bolger

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

MISS Chantelle Dean DipPFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Steve did a fantastic job organising the most suitable mortgage deal for my circumstances and worked tirelessly to ensure that everything ran smoothly from start to finish. He was extremely proficient, personable and offered a service which I have absolutely no hesitation in recommending highly to others.
Mr & Mrs H, Ferndown, Bournemouth
We engaged Steve to help us re-mortgage, release some money for home improvements and ensure we had adequate but not irrelevant life insurances in place. Steve explained everything clearly and the mortgage and insurance were sorted quickly and without hassle. We received the money we needed and started work on the house immediately.
Mr & Mrs V, Bournemouth
My wife and I used Steve in February 2011 to purchase our first family home. During this 'normally' stressful time, Steve's service was exceptional and every form, check and process that's involved with a house purchase was undertaken with reassuring efficiency. The whole process was smooth and effortless (for us!). I will definitely use Steve again.
Mr & Mrs T, Bournemouth
About us

St Barts Finance helps clients make the most of their capital, whilst providing a confidential and safe home for all their financial needs. We have offices in both Bournemouth & Poole and own and manage the Bournemouth Branch of Yorkshire Building Society. If you would prefer us to come to you, we are more than happy to arrange this for you as well. You will find us very professional and with a keen eye for detail, with an experienced administration team to back us up.

Our services

Put simply, we want to assist you to grow and enjoy your wealth, whilst helping you save money wherever we can, be it by utilising the most competitive products we have access to or making full use of your tax allowances each year. The financial advice we provide is available to individuals and businesses and covers everything from mortgages and insurance to pensions and investments.

Where to find us
Head office address: St. Barts Finance, 260-264 Charminster Road, Dorset, BH8 9RR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.7/10
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FCA authorised
Last authorised 18th October 2021

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