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ADVICE

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INCOME PROTECTION

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LIFE INSURANCE

St Barts Finance Ltd.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.

 

 

Login to your Investment/Pension Account
Contact us for your initial review, it will be completely free of charge and you will be under no obligation:
By clicking NEXT STEP you agree to one of our advisors calling you to discuss your mortgage requirements. If you do not wish to be added to our database, please tick this box:
The internet is not a secure medium and the privacy of your data cannot be guaranteed.

Get a Whole of Market Mortgage Quote now


employed/self-employed



By clicking NEXT STEP you agree to one of our advisors calling you to discuss your mortgage requirements. If you do not wish to be added to our database, please tick this box:
The internet is not a secure medium and the privacy of your data cannot be guaranteed.
Your home may be repossessed if you do not keep up repayments on your mortgage.
We complete all paperwork for you, will not credit search you unless you request us to do so (the credit check will be carried out by the lender once the
mortgage application is received) and we will deal with everything from start to finish. Our fee for this service is between 0.5% and 1% of the loan amount.
From this £495 is payable on application and the balance on completion. Our fee is subject to a minimum of £495 and typically will be £495.

ABOUT US :



Home Our Director, Steve Bartholomew has worked in the Financial Services Sector since 1999 and prior to this, worked in the property industry for 3 years. His main aim is to ensure that all clients he deals with have the best experience possible and will be satisfied enough to feel comfortable in recommending him to their friends and family. He states that ‘this approach ensures that I have done the best job possible for each client, and client recommendations are how we continue to grow our business year on year’.

We are an Appointed Representative of Openwork Limited, and as such are able to enjoy the benefits of being able to use the services of a network.

To ensure the services and advice you receive from us continually meets with your expectations, we make full use of all workshops, seminars and on-going training supplied by Openwork.

St Barts Mortgage Broker Bournemouth
HEAD OFFICE
CALL : 01202 520550
65 Bennett Road, Bournemouth, BH8 8RH
Steve Bartholomew, St Barts Finance IFA
Steve Bartholomew CeMAP CertPFS DipFA
COMPANY DIRECTOR
Steve Bartholomew, Mortage Advisor Steve Bartholomew, Financial Adviser Bournemouth

Treating Customers Fairly :


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 Conduct 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 :

ADD A TESTIMONIAL

"We are very pleased with the friendly service provided by St Barts. James helped us to re-mortgage and was well informed about the various lenders and products which gave us great confidence in the company. We only made an appointment for a second opinion as we had already made enquiries with another broker, but as soon as we stepped into your offices we felt comfortable and welcome. Well done James you won us over with your courteous manner! We will certainly use St Barts again and will recommend you without hesitation to our friends. Thanks again "

Mr F V


"Steve and St Barts have been very helpful throughout and provided a very quick response whenever required. I would definitely recommend them."

Mr J P


"Thanks for helping me through the Right to Buy process. You made it stress free and I'm really grateful for the help securing a mortgage, and your invaluable advice with finding the right insurance - thanks again. "

Mrs H P


"Steve helped me to remortgage and found a buy to let mortgage to suit my situation. I was very happy with his financial advice and the help he gave me to enter the buy to let market. The service received from Steve and the team was excellent. I would certainly use his services again, and would recommend him to others."

Mr T F R


"A short note to thank you very much for your help earlier this week with our three buy to let mortgages. We were very impressed by the way that you handled the issue we had and how quickly you resolved it for us. It was great to have someone with your skill and get the job done attitude. We will certainly come back to you should we or any of our family need any further help."

Mr & Mrs L


"Thanks very much for all your help. You have provided an excellent service and i wouldn't hesitate to recommend anyone or to comeback to you for my new mortgage. I was very pleased with your service."

Mrs R


"Just wanted to thank you and Nicole for your help in finding and processing our mortgage. I will be sure to recommend you to friends and will be in touch in the future to discuss other financial matters."

CO


"I used St Barts Finance for my recent re-mortgage and cannot recommend them high enough. I would definitely use them again."

Miss H


"I am a first time buyer and Steve helped me with everything, what could of been a very stresfull couple of months was a very smooth couple of months. I would definately recommend Steve to all First time Buyers"

Miss E


"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.


Our Bournemouth office

Our Bournemouth office

CONTACT US :

By clicking NEXT STEP you agree to one of our advisors calling you to discuss your requirements. If you do not wish to be added to our database, please tick this box:
The internet is not a secure medium and the privacy of your data cannot be guaranteed.
Telephone : 01202 520550 Free Phone : 0800 0029900
Fax : 01202 390050 Email : info@stbartsfinance.co.uk
HEAD OFFICE 65 Bennett Road, Bournemouth, BH8 8RH
Our Bournemouth office
Specialists in Financial Advice
St Barts Finance Limited
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