About St Barts Finance
COMPANY DIRECTOR - Steve Batholomew
I have been in Financial Services for just over 11 years and previously worked in the Property industry for 3 years. St Barts Finance has continued growing through the credit crunch and has built up a large client base over the years, mainly from referrals from existing clients.
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.
The dedicated Openwork research teams are constantly reviewing the available products within the marketplace to ensure we are able to offer you a wide range of products. To ensure the services and advice you receive from us continually meets with your expectations, we make full use of workshops, seminars and ongoing training supplied by Openwork.
QUALIFICATIONS - It's not who you know!
- CeMAP – Certificate In Mortgage Advice & Practice
- CertPFS – Certificate in Financial Planning
- DipFA – Diploma for Financial Advisers (Level 4).
See my qualifications below: Click an image to enlarge
Helping with the keys to your futureTreating 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 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.
