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| CALCULATOR | ABOUT US | TESTIMONIALS | CONTACT US |
Specialists in Financial Advice
St Barts Finance helps clients make the most of their capital, whilst providing a confidential and safe home for all their financial needs.
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 on the market 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.
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.
We at St Barts Finance believe in treating our customers fairly, from the first meet, to the last.
> At our first meeting we will fully explain all services that we offer, explain any fees that we charge and inform you of how you can make a complaint if you have one.
> We will discuss and document your current financial position and gather all the information needed in order for us to provide you with any advice and/or make a recommendation to you.
> We will ensure that once we have gone through your circumstances that the advice and/or
recommendation is affordable to you, both now and in the future.
> We will also explain and discuss the importance of having an adequate provision for financial
emergencies.
> When we make any recommendation to you, we will also make a full recommendation to you for other areas of financial planning which can include mortgages, insurance, investments and pensions.
> We will not advise or recommend any products for you that are not appropriate.
> In the event that you need or want any products that are not part of the St Barts Finance offering, we have a full referral service available and will be able to find someone to help deal with your request. Estate Agent Recommendations are not part of the Openwork offering and are offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. This service is not regulated by the Financial Services Authority.'
> Should you have cause to complain about any aspect of our service, we will deal with you fairly and consistently, and within agreed time scales.
> Treating Customers Fairly is at the heart of our business and we try to offer a service that we would expect to receive ourselves.
TESTIMONIALS : |
"The thing with Steve is that he really cares. Yes, he gives fantastic valuable advice and is simply one of the most well-connected, personable financial advisers out there, but you don't get someone simply doing the sums, you get someone who really wants to find the best solution in order to improve your situation in life."
Mr & Mrs O.
"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.
"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.
"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.
"Steve first helped us when we got our first mortgage on a flat. We obviously did not know what to expect so were very happy when Steve lead us through the minefield that is the financial world. He managed to secure us the cheapest rate by far and I couldn't recommend him highly enough!"
Mr & Mrs Y.
| Telephone : 01202 520550 | Free Phone : 0800 0029900 |
| Fax : 01202 390050 | Email : info@stbartsfinance.co.uk |
| HEAD OFFICE | 65 Bennett Road, Bournemouth, BH8 8RH |
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| Specialists in Financial Advice | |