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The people behind your investments

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Steve Bartholomew

CeMAP DipFA
CEO

My role at St Barts Finance

I have been working in the Financial Service Sector for more than 20 years and spent most of these years, being part of The Openwork Partnership network. I started St Barts Finance Ltd as a Sole Trader in 2009 and have since grown this business into a large practice, with a large number of Advisers covering all areas of financial advice.

Having stopped advising myself in 2017, I have been concentrating on the growth and development of both the Advisers’ and the Practice – making use of the Openwork Academy to encourage younger people into the business. I have also built a strong alliance with Yorkshire Building Society and own a number of local YBS Agencies – with more planned for the future.

I am a member of the Openwork Mortgage Proposition Council, a member of the Openwork Shareholder Council and I was also appointed to the Board of Openwork Holdings Ltd in early 2023.

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Getting to know me

What’s something you’re proud of?
I am proud that I have managed to start a business from scratch and that over the years it has grown into a large practice, with multiple advisers offering excellent advice and service to the general public. The St Barts team are fantastic and I couldn’t have done it without them!

Who inspires you?
I am inspired by people who push themselves to achieve more. Seeing people succeed gives me great joy, especially if I can help them on that journey. I am also fortunate enough to be a member of the Openwork Holdings Ltd board and a number of other Councils. The depth of knowledge and experience that the other members have, inspires me to learn more and add further skills to my repertoire.

What talents or hobbies do you have?
In my spare time I like to play golf, however I am not exactly the greatest! Motorsport is much more my thing and I regularly attend a number of events in the UK and abroad. With regards to talents, I actually played chess for England when I was 13, but have not exactly played much since then!

What’s your favourite thing to do on the weekends?
I love spending time with my wife and children at the weekends, long walks, pub lunches and a lot of socialising with friends and family.