Business Details
17 Years
experience
Your Trusted Financial Advisers in Ferndown
St Barts Finance was established in June 2009 by CEO Steve Bartholomew with a clear mission to provide exceptional financial advice rooted in customer service. Our primary aim is to deliver a service we would expect to receive ourselves, prioritising client needs above all else. Over the years, we have expanded significantly, operating multiple high street branches across the south coast and integrating Yorkshire Building Society (YBS) Agencies into our portfolio. Our team of fully qualified, FCA-regulated advisers offers tailored solutions in mortgages, insurance, investments, pensions, and more, serving thousands of clients annually through face-to-face, video, and telephone appointments. We pride ourselves on handling complex cases, including self-employment income, buy-to-let portfolios, and challenging credit histories, while maintaining a commitment to transparency and no hidden fees. Our partnership with YBS enhances our ability to help clients save and buy homes, leveraging their mutual structure to focus on member needs. With a strong emphasis on experience, expertise, and trustworthiness, we ensure clients achieve their financial goals through informed, ethical advice. Our reviews consistently highlight our professionalism, responsiveness, and dedication to client satisfaction, making us a trusted name in financial services.
Services
Residential Mortgages
Buy to Let Mortgages
Commercial Mortgages
Personal Pensions
Life Insurance
Investment Accounts
Wills and Trusts
Property Surveys
Estate Planning
Cash Savings
Details
- Year established: 2009
Highlights and features
- We are FCA-regulated and fully qualified financial advisers.
- Our team specialises in handling complex financial cases with tailored solutions.
- We partner with Yorkshire Building Society for enhanced savings and mortgage options.
- Client reviews consistently highlight our professionalism and exceptional service.
- We offer transparent advice with no hidden fees or obligations.
What people say
Professional and caring
No hard sell
Superb team
Highly recommended
Kept updated regularly
Services
Residential Mortgages
We specialise in residential mortgages, offering tailored advice to first-time buyers and existing homeowners. Our FCA-regulated advisers help secure competitive rates, navigate application processes, and ensure long-term suitability. Clients benefit from our partnerships with lenders and Yorkshire Building Society, providing access to exclusive deals and flexible repayment options.
Buy to Let Mortgages
Our buy-to-let mortgage service caters to landlords and property investors. We provide expert guidance on portfolio management, tax-efficient structures, and lender selection. With experience in complex cases, we help clients maximise rental income potential while meeting regulatory requirements and minimising risks.
Personal Pensions
We offer comprehensive personal pension advice, including SIPP setup, consolidation, and retirement income strategies. Our advisers ensure clients understand risk levels, tax benefits, and inheritance options, tailoring plans to individual goals and life stages for long-term financial security.
Life Insurance
Our life insurance services provide financial security for dependants, covering term life, critical illness, and income protection policies. We assess individual needs to recommend cost-effective, comprehensive coverage, ensuring clients protect loved ones against unforeseen circumstances with trusted providers.
Property Surveys
We facilitate property surveys including home buyer reports and structural assessments through trusted partners. These services identify potential issues, ensuring informed purchasing decisions. Clients receive detailed insights to negotiate prices or request repairs before finalising property transactions.
People
Steve Bartholomew
CEO
Founder of St Barts Finance in 2009, Steve prioritises customer service and ethical advice. With extensive financial sector experience, he leads a growing team dedicated to empowering clients through tailored solutions and transparent communication.
Chantelle Dean
Financial Adviser
Based in Ashley Cross, Chantelle specialises in pensions and investments. Clients praise her friendly approach, clear explanations, and ability to alleviate anxiety during financial planning processes without aggressive sales tactics.
Maria Bolger
Mortgage Adviser
Maria delivers professional mortgage advice, focusing on client education and transaction efficiency. Her expertise in explaining complex implications ensures clients make informed property financing decisions with confidence.
James
Mortgage Consultant
James excels in handling remortgage cases under tight deadlines, offering prompt illustrations and securing competitive rates. Clients highlight his responsiveness, technical knowledge, and dedication to achieving optimal outcomes during challenging market conditions.
Della
Mortgage Case Manager
Della ensures smooth mortgage completions through diligent lender communication and weekly client updates. Her proactive problem-solving maintains transaction momentum, particularly when resolving conveyancing issues efficiently for clients.
Questions
What services does St Barts Finance offer?
We provide mortgages, insurance, pensions, investments, wills, property surveys, and estate planning advice through FCA-regulated advisers.
Are your advisers qualified and regulated?
Yes, all our mortgage and financial advisers are fully qualified and regulated by the Financial Conduct Authority (FCA).
How can I book an appointment?
Book online via our website or call us at 01202 520550 for face-to-face, video, or telephone consultations.
Do you handle complex financial cases?
Yes, we specialise in complex cases including self-employment income, buy-to-let portfolios, and credit challenges.
What areas do you serve?
We operate in Salisbury, Ferndown, Bournemouth, Poole, Southampton, and offer remote services across the UK.
Are your services free of charge?
Initial consultations are free with no obligation; fees apply only when proceeding with specific services.
Reviews (3)
Jeremy and Nadine
Oct 13, 2016
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To 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.
Jane A.
Oct 13, 2016
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Steve 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.
Mr & Mrs K
Oct 13, 2016
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We 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.