St Barts Finance

Business Details

17 Years

experience

Trusted Financial Advisers in Ferndown

Established in 2009 by Steve Bartholomew, St Barts Finance has grown to operate multiple high street branches across the south coast while maintaining a strong commitment to customer service. Our team of fully qualified, FCA-regulated advisers provides tailored financial solutions, combining expertise with a personal touch. Through strategic partnerships like our Yorkshire Building Society Agency, we offer accessible face-to-face advice alongside digital convenience. With over 50 five-star reviews highlighting our professionalism and client-centric approach, we specialise in mortgages, insurance, investments, and pensions.

Our team's collective experience spans decades, ensuring clients receive authoritative guidance on complex financial matters. We demonstrate authoritativeness through our regulatory compliance and transparent communication, while our trustworthiness is evidenced by our consistent focus on client needs over eight years of successful service delivery.

Services

Residential Mortgages Buy to Let Mortgages Commercial Mortgages Life Insurance Critical Illness Cover Income Protection Personal Pensions Estate Planning Investment Advice Mortgage Assessments

Details

Year established: 2009

Highlights and features

We offer FCA-regulated financial advice from experienced professionals
Our team provides tailored mortgage solutions with competitive rates
We deliver comprehensive pension planning and investment strategies
Our Yorkshire Building Society partnership offers exclusive savings products
We maintain a 5-star Trustpilot rating for exceptional client service

Associations and certifications

Financial Conduct Authority

What people say

Helpful and friendly Professional and attentive Efficient service Competitive rates Highly recommended

Website

Update Listing

Services

Residential Mortgages

We specialise in residential mortgage solutions tailored to individual circumstances. Our FCA-regulated advisers help first-time buyers and existing homeowners secure competitive rates through major lenders. With access to exclusive Yorkshire Building Society products, we provide comprehensive guidance on mortgage terms, repayment options, and associated costs while maintaining strict compliance with financial regulations.

Life Insurance

Our life insurance services offer financial security for loved ones through tailored protection plans. We help clients understand different policy types including term life, whole life, and critical illness cover. Our advisers ensure appropriate coverage levels while explaining policy terms, exclusions, and claims processes to help clients make informed decisions about their financial protection needs.

Personal Pensions

We provide comprehensive personal pension advice to help clients achieve their retirement goals. Our services include pension consolidation, SIPP management, and retirement income forecasting. With expertise in tax-efficient strategies and investment options, we help clients understand their pension options while ensuring compliance with HMRC regulations and FCA requirements.

Estate Planning

Our estate planning services help clients protect their assets through wills, trusts, and power of attorney arrangements. We work with trusted legal partners to ensure proper documentation while explaining inheritance tax implications and succession planning. This service helps clients establish clear directives for asset distribution while minimising potential family disputes.

Investment Advice

We offer investment advice covering ISAs, bonds, and diversified portfolios tailored to risk profiles. Our advisers explain different investment vehicles including VCTs and cash savings accounts through Yorkshire Building Society. We focus on long-term wealth growth while maintaining transparency about market risks and potential returns to help clients achieve their financial objectives.

People

Steve Bartholomew

CEO

Founder of St Barts Finance with over 15 years' experience in financial services. Leads our team of advisers while maintaining active involvement in client relationships. Committed to exceptional customer service since establishing the company in 2009.

Chantelle Dean

Financial Adviser

Specialist in pension planning at our Ashley Cross office. Recognised for patient guidance and clear explanations. Helps clients establish appropriate pension funds without pressure sales tactics. Holds multiple financial qualifications.

Maria Bolger

Mortgage Adviser

Experienced mortgage specialist with proven track record in complex transactions. Provides attentive service while explaining mortgage implications clearly. Maintains strong lender relationships to secure competitive rates for clients.

James

Investment Adviser

Expert in investment strategies with focus on ISAs and diversified portfolios. Delivers prompt illustrations and market analysis. Recognised for professionalism in managing complex remortgage scenarios during volatile interest rate periods.

Della

Client Services Manager

Key contact for mortgage process management. Maintains weekly client updates and resolves conveyancing issues efficiently. Known for exceptional organisational skills and attention to detail during loan processing.

Questions

What mortgage types do you offer?

We provide residential, buy-to-let, commercial mortgages, and specialist products like bridging finance. Our advisers help clients choose appropriate options based on individual circumstances.

Are your financial advisers regulated?

Yes, all our mortgage and financial advisers are FCA-regulated and fully qualified professionals working within The Openwork Partnership network.

Do you offer pension planning services?

Yes, we provide comprehensive pension advice including personal pensions, SIPPs, pension consolidation, and retirement income forecasting tailored to individual needs.

Can you help with insurance products?

We offer life insurance, critical illness cover, income protection, and other insurance products through trusted providers, with advisers explaining policy details and coverage options.

What investment options are available?

We provide access to ISAs, bonds, investment accounts, and VCTs through Yorkshire Building Society and other providers, with tailored portfolio recommendations based on risk profiles.

Do you have multiple office locations?

Yes, we operate branches in Ferndown, Bournemouth, Poole, Salisbury, and Southampton, offering face-to-face appointments across the south coast region.

Reviews (7)

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Maira Maimai

Dec 29, 2021 Report

As first time buyer, I thought it would be very stressful find the right mortgage, but I understood I was in good hand and would not have any kind of stress when Andrea patientelly dedicated to me a lot of time to explain me what I must know about mortages and gave me the oportunity to choose the right mortgage, I am very satisfy about this.
Sarah was very kind and keep me updated at any time at any stage of the procedure, always available to answe at any of my queries.
Richard ensured that I have the right insurances after my purchase. Competitive rates and money very good spent, I would highly

Mario Perciani

Dec 19, 2021 Report

Huge thanks to St Barts Finance, Andrea Leoni and Sarah Coley made the journey of buying my flat much smoother, highly recommend.

Bonnie Hicks

Nov 16, 2021 Report

I was lucky enough to choose St Barts Finance to help me to re-mortgage my property. I dealt with Andrea, who was very knowledgeable and thorough and kept me updated along the way. Sarah was also available for any queries I had. They have competitive rates. I would highly recommend.

Leon Cullum

Sep 26, 2021 Report

Richard has been fantastic throughout my dealings with him. I initially contacted Richard late on an evening and he responded to me immediately, confirming that he could assist. It was great to have someone so willing to help with an immediate response. I certainly didn't expect a response late in the evening, but it put me at ease knowing I had found someone to help. Richard immediately let me know what details he required and the report I needed was produced first thing the next day. The report was extremely in depth and very concise without containing lengthy paragraphs of legal jargon. My solicitor

Craig B.

Sep 17, 2021 Report

I was recommended St Barts by a friend for me and my girlfriends mortgage and they were absolutely superb. Richard made what I thought would be a long and arduous process extremely simple, stress free and ultimately very successful. Everything was explained so we fully understood everything and I couldn't fault them one bit. Have already recommended St Barts to friends and I will continue to do so, and will be back in touch when we decide to move. Many thanks Richard and Roger for all your help, and we wish you all the best!

Dahlia Lamy

Jul 29, 2021 Report

We had the pleasure of working with St Barts Finance and can confidently say that they represent the best in the industry. They are the safe pair of hands you need to look after your interests. A special shout out to Maria Bolger and Taylor Shahi from the Poole office. They were professional, quick to respond, knowledgeable and genuinely cared about us. We highly recommend them and would not hesitate to give them our business again.

Olga Gnedojiene

Jun 24, 2021 Report

Brad Fry is absolutely amazing! Excellent service and exceptional professionalism, very wide range of products in access, friendly and on time service! I definitely recommend to anyone! Many many thanks!