St Barts Finance Ltd

Restricted - Whole of Market  133 Commercial Road, Poole, Dorset, BH14 0JD
First meeting at adviser's own cost
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.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
9.3/10
check
FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Steve Bartholomew
Financial Adviser / Managing Director

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.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Chantelle Dean
Financial Adviser
James Sherrard
About us

If you would prefer us to come to you, we are more than happy to arrange this for you, pr we can speak over the telephone, video call or meet at one of our offices. You will find us very professional and with a keen eye for detail, with an experienced administration team to back us up.

Our services

We conduct a no obligation initial consultation and tailor our services to your specific financial requirements. We pride ourselves in ensuring our clients are never rushed, nor feel pressurised into doing something they don’t want to. We like to ensure that all of our clients understand the product or products that they are taking out and we feel that this ensures that they know that it matches their requirements

Where to find us
Head office address: 133 Commercial Road, Ashley Cross, Poole, BH14 0JD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.3/10
check
FCA authorised
Last authorised 3rd August 2020

Similar advisers near you

Independent Financial Adviser 0.28 mi
Established in 1987, we have a unique proposition that has been developed to reduce risk for clients.
 
Independent Financial Adviser 0.54 mi
 
 
Independent Financial Adviser 0.62 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.12 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.