St Barts Finance

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?

Some companies will only offer you their products or services and others will have a very limited offering.

Understanding your needs fully at the outset, and on an ongoing basis, is a critical part of ensuring both your investment, pension, mortgage or insurance requirements and that they meet your needs now and into the future.

We will make sure that we understand your future goals, establish your attitude to risk, recommend a solution and make sure you stay on track over the years ahead.

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.

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.

A Range of Financial Services

We understand that every individual has a different financial situation. That’s why we offer a wide range of strategic financial solutions to meet your needs. From mortgages to pensions, we have the knowledge and expertise you need to achieve your goals.

Although we have a highly qualified team of financial advisers in Bournemouth on hand to help you, we can also help solve your financial queries throughout the entire United Kingdom.

So whether you’re looking for a first-time buyer mortgage, remortgaging advice, mortgage capacity report or equity release, or perhaps you need a pension review or help with retirement planning, we have a dedicated team who can help you. 

We also offer a fantastic range of insurance and investment services. Our financial advisers can help you plan for your future. Whether that’s learning how to make the most out of your money through ISAs or securing your assets with business protection. 

St Barts Finance has provided financial services in the UK since 2009. We’re here to help you make smart decisions that will allow you to pursue the life and lifestyle you desire