St Barts Finance Limited

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Membership number: 16804

Member since: 2014

Contact

260-264 Charminster Road, Charminster, Bournemouth, Dorset, BH8 9RR
Locations Covered
Our office is in Bournemouth, but we cover the whole of the UK.
St Barts Finance Limited Feedback Scores

Company Profile

St Barts Finance was founded in July 2009 by Steve Bartholomew and has been growing at a very fast pace ever since. Steve saw that there was a huge need for clients to receive the correct advice on their finances during (and after) the recession and wanted to ensure he could deliver this effectively. 

The staff at St Barts Finance have over 40 years of combined experience in financial services and cover everything from Pensions and Investments to Mortgages and Protection. We have a dedicated in house administration team that ensure all applications submitted are chased regularly. They will ensure that your business is completed as quickly and efficiently as possible and are available to talk to at any time. Nearly all the business that St Barts Finance undertake is referred to us from existing clients and we want to continue this going forward. 

We see Checkaprofessional as a way to prove to new clients our expertise and efficiency and welcome your business going forward. Please call the office on 01202 520550 to make an appointment with one of our advisers or just for a chat.

Personnel

  • Person Name
    Mr Steve Bartholomew Financial Adviser / Company Director
  • Person Name
    Mr James Sherrard Mortgage & Protection Adviser
  • Person Name
    Mr Stephen Retter Mortgage & Protection Adviser
  • Person Name
    Miss Hannah Turner Administrator
  • Person Name
    Miss Samantha Mannering Administrator
  • person
    Ms Maria Bolger Mortgage & Protection Adviser
  • person
    Mr Jordan Osmond Administrator
  

Qualified to Undertake

  • Building Insurance
  • Business Financial Planning
  • Business Insurance
  • Commercial Insurance
  • Corporate Finance
  • Financial Services
  • Income Protection
  • Insurance Brokers
  • Insurance Intermediaries
  • Insurers
  • Investment
  • Investment Managers
  • Life Insurance
  • Mortgage Brokers
  • Pension Advisors
  • Professional Indemnity Insurance
  • Protection Insurance
  • Retirement Planning

Accreditations

  • CII - Chartered Insurance Institute
  • FCA - Financial Conduct Authority SXB02193
  • ICO - Information Commissioners Office Z1666247
  • IFS - School of Finance

Certificate from ICO confirms St Barts Finance Limited is registered with the Information Commissioners Office (ICO).  

Steve Bartholomew has received a Statement of Professional Standing from the Institute of Financial Services. Expiry - 25/09/2017 

Certificates from IFS confirm Stephen Bartholomew has been awarded IFS Level 3 Certificate in Mortgage Advice and Practice and IFS Level 4 Diploma for Financial Advisers. 

Certificates from CII - The Chartered Insurance Institute confirms Stephen Bartholomew has passed the following: 

- CF2 Investment and Risk.

- CF3 Financial Protection.

- CF4 Retirement Planning.

- CF5 Integrated Financial Planning. 

Company Information

Limited Company: Registration no. 06833744
VAT Registered: No
Public Liability Insurance: N/A Insured by: Liverpool Victoria Coverage Amount (£): 2,000,000
Professional Indemnity: N/A Insured by: Towergate Professional Indemnity Coverage Amount (£): 12,500,000.00

References

6 received by Checkaprofessional

These references were checked by Checkaprofessional when St Barts Finance Limited joined in October 2014.

Feedback Reports

Showing 10 out of 101
Total recommendations:
101 reports, average score 9.9
Last six months: 2 reports
  1. Arranging finances

    We cannot fault the dealings we had with St.Barts Finance. Very professional and pleasant company. Highly recommendable.
    Client in Ferndown, 3 August 2017
    @ Verified By Email
    Overall Score 10
  2. Arranged my mortgage

    Excellent service, they were in constant contact and kept me updated throughout the process. If I ever had any queries Hannah was able to help that day and come back to me straight away. Made the whole process extremely easy.
    Client in Christchurch, 22 June 2017
    @ Verified By Email
    Overall Score 10
  3. Re mortgage

    Very professional and friendly service. Sam kept us updated on progress very regularly, nothing was too much trouble! Very impressed. Will definitely use the company again and recommended to friends, well done!
    Client in Bournemouth, 15 May 2017
    @ Verified By Email
    Overall Score 10
  4. Mortgage

    Good and professional service
    Client in Southampton, 5 May 2017
    Overall Score 9.8
  5. Mortgage advice/application for new house

    Steve and Hannah at St Barts were great. From the moment we walked in to the moment that we moved in to our new house we were given advice that was tailored to our situation and we were kept up to date through the whole process. During the 12 weeks that it took for us to purchase our new house Hannah gave us more regular updates then both our Estate Agent and Solicitor which took the worry out of the whole thing. We would highly recommend their service and will be using them again in the future.
    Client in Verwood, 28 April 2017
    @ Verified By Email
    Overall Score 10
  6. Mortgage

    The whole processes of getting the right mortgage was made so easy. This was my first ever mortgage, and I was a little worried about it, but after a meeting with Maria she filled me with confidence. A very professional service and would recommend St Barts to everyone. Also I had a E-mail ever week with a progress of my house purchase, nice touch.
    Client in Bournemouth, 27 April 2017
    @ Verified By Email
    Overall Score 10
  7. Mortgage application and reapplication when offer ran out before the build was complete.

    We spoke to Steve Bartholomew first who was exceptionally helpful in showing us the possibilities and helping us understand our Options. Once we had picked a product Steve and Hannah worked hard to get everything done quickly so that we good get an offer and proceed with our house purchase. We chose a new build and used help to buy. Both Steve and Hannah gave us excellent service throughout this process keeping us up to date at all times and chasing up solicitors and Taylor Wimpey on our behalf. We had to re-apply due to a delay in the build and a reapplication was arranged on our behalf. The service we received was second to none and I'd highly recommend using St Barts. In fact I already have and they've been excellent with my friends as well.
    Client in Eastleigh , 13 April 2017
    @ Verified By Email
    Overall Score 10
  8. Mortgage Broker

    Great Service, Extremely helpful, Could not fault the professionalism of the team and Maria. Thank You
    Client in Blandford Forum, 13 April 2017
    @ Verified By Email
    Overall Score 10
  9. Professional advice on re-mortgage

    Stephen Retter and admin personnel were extremely helpful throughout the whole process. I would recommend this company without any hesitation.
    Client in Poole, 12 April 2017
    @ Verified By Email
    Overall Score 10
  10. Remortgage

    Excellent service.
    Client in Bournemouth, 7 April 2017
    Overall Score 9.6

These are the most recent 10 feedback reports

Read all 101 reports

Important Note:

Whilst every effort is made to ensure the accuracy of the information appearing on this page, the data has been compiled from information supplied by various individuals and businesses and Checkaprofessional cannot be held responsible for any omissions or inaccurate claims that may appear and recommend that clients ask to see relevant qualifications and documentation from the professionals before accepting their service.

Checkaprofessional cannot be held responsible or liable for the quality of service of any of the listed professionals and services.