St Barts Finance Ltd

Financial Adviser (Restricted Whole of Market) 133 Commercial Road, Ashley Cross, Poole, BH14 0JD
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
James Sherrard
Ben James
Financial Adviser
Chantelle Dean
Steve Bartholomew
Financial Adviser / Managing Director
Where to find us

133 Commercial Road, Ashley Cross, Poole, BH14 0JD

Make an enquiry
About us

It’s very easy to simply approach your high street bank, or to search online for financial advice – but are you sure the advice is accurate or the best available?

We all lead complex lives, in an increasingly complex world. We can help you understand financial challenges, goals and needs and help you find appropriate ways to meet them.

We have an extensive range of products and services – using more than 50 of the UK’s top mortgage lenders and a vast, carefully selected group of investment funds to match all our client’s requirements. We strive to ensure that we keep our clients both safe and tax efficient and have high street offices in both Bournemouth & Poole so that you can pop in at your convenience.

We pride ourselves on our high levels of service and like to provide clear and concise advice to you and your family.

The bottom line is that it’s all about YOU and YOUR own personal circumstances. Our job is to provide you with advice that suits YOU and then arrange this for you in a simple, efficient and straight forward way – taking the stress out of the equation.

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

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 0.21 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 1.12 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
Independent Financial Adviser 1.17 mi
We provide clear, expert and relevant advice to enable you to create, keep and grow the wealth you have earned.