St Barts Finance Ltd

Financial Adviser (Restricted Whole of Market) St. Barts Finance, 260-264 Charminster Road, Dorset, Bournemouth, BH8 9RR
First meeting at adviser's own cost
Response rating
10/10
FCA verified
12th November 2018
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group private medical insurance
    • Group protection
    • Group risk
Meet our advisers
Stephen Bartholomew CeMAP CertPFS DipFA
Financial Adviser
Maria Bolger
Stephen Retter
adviser-person
Ben James
Financial Adviser
What our clients say
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
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
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
Where to find us

St. Barts Finance, 260-264 Charminster Road, Dorset, Bournemouth, BH8 9RR

Contact us
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 would love you to come and visit us. 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

When you are considering savings and investments, it is important that you make the right decisions and ensure that you match these decisions to your attitude towards investment risk. There is a great deal of benefits that can be gained from professional advice in this area and we are able to advise you on the most appropriate and tax efficient solutions to meet your requirements.

You may have:

• Capital that you would like to invest
• Received a lump sum inheritance
• Be planning for your retirement
• Saving up for a new home / holiday / dream purchase
• Looking to set your children / grandchildren up for the future

Or simply want to set up an emergency fund so that you are not caught out.

Whatever your aspirations, we can help you build the right investment portfolio for your needs, by taking the time to ascertain what your goals are, when you wish to achieve them by and matching these to your attitude to investment risk.

We pride ourselves on the long-term professional relationships we have with all of our clients. Their goals and circumstances are constantly evolving and changing and they like the comfort of being able to regularly consult a professional financial adviser. We provide restricted advice and will make a recommendation after we have assessed your needs. Our advice will be based on products from a limited number of companies that Openwork has carefully selected, potentially including funds from Omnis Investments Limited and risk-rated model portfolios actively managed by Openwork Wealth Services Limited, both sister companies within the Openwork Group.

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