St Barts Finance Ltd

Financial Services in Bournemouth, Dorset
Financial Services in Bournemouth, Dorset 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 we have access to 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 dont 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.

Contact Details

Address
260-264 Charminster Road
Bournemouth, Dorset
BH8 9RR
Phone
Driving Directions

Products & Services

Mortgages
read moreWe offer professional mortgage advice and ensure that we always keep up to date with the latest mortgage and re-mortgage rates available in the market.

The mortgage market has been in a state of upheaval for the last few years and securing a loan can be tricky.

Whether you are moving house, re-mortgaging, a first time buyer, or looking for a buy to let mortgage, you need an experienced financial adviser more than ever.

Insurance
read moreThere are a number of different types of insurance available that will provide financial support if you or your partner are unable to work, suffer from a serious illness or even die.

Your personal circumstances will dictate what the right policy is for you, but with so many products available, it can be difficult know what makes one plan different from another. We will take the time to explain what insurances are right for you and exactly how they work.

Investments
read moreWhen you are considering savings and investments, it is important that you make the right decisions and ensure that you match these decisions to your attitude towards investment risk. There is a great deal of benefits that can be gained from professional advice in this area and we are able to advise you on the most appropriate and tax efficient solutions to meet your requirements.

You may have:

Capital that you would like to invest

Received a lump sum inheritance

Be planning for your retirement

Saving up for a new home / holiday / dream purchase

Looking to set your children / grandchildren up for the future

Pensions
read moreMaking pension plans for your retirement is an integral part of financial planning. Pensions are long-term investments designed to help ensure you have enough income in retirement.

The government encourages you to save towards your pension by offering tax relief on your contributions, which means your pension provider claims tax back from the government at the basic rate of tax. The benefit to you will be dependent on your relevant earnings and any contracts you already have in force. However pensions are a very tax efficient form of saving.

Whether you need advice on the best type of pension to start, or already have several pensions in place and would like them analysed, then please feel free to get in touch and arrange a no obligation pension review.

Testimonials

Mr & Mrs K
read moreWe would like to take the opportunity to thank St. Barts for helping us to re-mortgage. We would particularly like to express our thanks to Maria who we have used for mortgage services n the past. We followed Maria from her pervious company to St. Barts and would fully recommend her to family and friends in the future. Maria was always professional and competent in her work and we would also like to thank Hannah in the office for her administrative support.

Jane A.
read moreSteve and his team have been so professional and found us a great product and then they continued to do all the work which was great. You really feel in safe hands . Thank you to all.

Jeremy and Nadine
read moreTo Steve, Hanah and Sam. Thank you for making the whole process much easier and less stressful. You and your staff are professional, courteous and friendly. We would highly recommend your service to anyone who wants peace of mind and an easy mortgage experience. We wish you all the best for the future.

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