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
    Mr Alex Hickson Administrator
  • Person Name
    Ms Maria Bolger Mortgage & Protection Adviser
  • Person Name
    Mr Andrea Leoni Administrator
  • Person Name
    Mr Richard Walker Mortgage & Protection Adviser
  • Person Name
    Ms Karen Searle Mortgage & Protection Adviser
  • Person Name
    Mrs Lyndsay Phelps Administration
  • Person Name
    Miss Charlotte Griffiths Genewral Insurance Adviser / Administrator
  • Person Name
    Mr Ben James Financial Adviser
  

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
  • 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: Verified by Checkaprofessional On Request

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 123
Total recommendations:
123 reports, average score 9.9
Last six months: 10 reports
  1. Mortgage arrangement

    Excellent service from Richard and Lindsay and prompt response to calls and emails
    Client in Bournemouth, 9 August 2018
    @ Verified By Email
    Overall Score 10
  2. Securing a mortgage

    Maria and her team are very professional and made the whole process uncomplicated. We would not hesitate to recommend her.
    Client in Poole, 2 August 2018
    @ Verified By Email
    Overall Score 10
  3. Mortgage Broking

    As a retired Broker I know the complexities involved and what to expect. They fulfilled all my expectations, I have used them before
    Client in Bournemouth, 25 July 2018
    @ Verified By Email
    Overall Score 10
  4. Mortgage Advice

    Stephen was very good. Andrea followed things all the way and helpful.
    Client in Poole, 7 June 2018
    @ Verified By Email
    Overall Score 9.8
  5. House Mortgage and numerous Buy to Let Mortgages

    Fantastic professionalism and knowledge from Stephen and brilliantly supported by their back office support, particularly Andrea.
    Client in Poole, 21 May 2018
    @ Verified By Email
    Overall Score 10
  6. Mortgage for House Purchase

    Very professional and efficient, really friendly and approachable. I've used them on numerous occasions and always been impressed!
    Client in Poole, 18 May 2018
    Overall Score 10
  7. Mortgage Advice

    Excellent, helpful, friendly and professional service.
    Client in Poole, 18 May 2018
    @ Verified By Email
    Overall Score 10
  8. Mortgage

    Very professional and communicated with us throughout the whole process James was very friendly and removed a lot of the stress from getting a new home.
    Client in Southampton, 2 May 2018
    @ Verified By Email
    Overall Score 10
  9. Remortgage property

    Done in timely manner
    Client in Poole, 2 May 2018
    @ Verified By Email
    Overall Score 10
  10. Excellent mortgage advice

    James Sherrard and his team did an excellent job in finding us a good mortgage that suited our needs. The service was highly professional, informative, friendly, and competitive. Thank you guys, job well done!! We will be returning customers!
    Client in Ringwood, 9 April 2018
    @ Verified By Email
    Overall Score 10

These are the most recent 10 feedback reports

Read all 123 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.