Whichever way your finances take you, we’re here to support you.
Guiding every step of your financial journey
We’ve got you covered
Mortgages
Our mortgage services are designed to help you find the right mortgage, tailored to your personal needs from across the market.
Insurance
Protect what matters most, with our comprehensive insurance options. From life to home, we provide peace of mind and financial security.
Investment
Growing your wealth, by offering personalized strategies to help you navigate the markets and achieve your financial goals responsibly.
Pensions
Plan for a comfortable retirement, by understanding your options and building a pension plan that supports your future lifestyle.
Book an appointment that suits you
You can make an appointment with one of our friendly, regulated advisers in a number of ways that suit you!
If you prefer a face to face meeting, were here ready to welcome you, but equally if it’s more convenient we
can offer a telephone appointment or even a video appointment if that suits you better.
Simply book your next appointment here using our interactive calendar.
St Barts Finance in Dorset generally receives highly positive reviews, with customers praising their reliable, knowledgeable, and professional mortgage and financial advice. Clients frequently highlight excellent communication and a helpful, friendly approach from staff like Katie Hartley, Maria Bolger, and Tom Oliver.
Key Takeaways from Customer Reviews:
- Service Quality: Consistently described as “superb” and “outstanding”.
- Customer Support: Staff are noted for going “above and beyond” to secure deals, especially for first-time buyers and re-mortgages.
- Professionalism: Described as trustworthy and highly knowledgeable, with effective communication throughout the process.
- Reliability: Long-term clients (5+ years) indicate consistent, high-quality service, according to reviews mentioned on the St Barts Finance website. St Barts Finance.
Set up in June 2009 by our CEO – St Barts Finance has achieved substantial growth since its inception. St Barts now manages multiple high street branches across the south coast and has incorporated a number of Yorkshire Building Society Agencies into its portfolio – running them alongside the St Barts business.
“Our main aim is to provide a service to clients that we would expect to receive ourselves. Customer service is 100% the most important part of the business – if this is not achieved, then we will not be successful”.
Steve Bartholomew
CEO