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01202 520550
  • Home
  • About us
  • The team
  • Pensions
    • Pension Overview
    • Personal Pensions
    • Employer Pensions
    • Pension Consolidation
    • SIPPS
    • Annuities
    • Pension Sharing Orders
    • Retirement Income Forecasting / Cashflow Modelling
  • Investment
    • Investment Overview
    • ISAs
    • Bonds
    • Investment Accounts
    • VCTs
    • Inheritance Tax
    • Estate Planning Advice
    • Cash Savings Accounts
    • Fixed Rate/Term Cash Bonds
  • Mortgages
    • Mortgage Overview
    • Residential Mortgages
    • Buy to Let Mortgages
    • Commercial Mortgages
    • Mortgage Capacity Assessment
    • Bridging Finance
    • Second Charge Mortgages
  • Insurance
    • Insurance Overview
    • Life Insurance
    • Critical Illness
    • Income Protection
    • Buildings and Contents Insurance
    • Private Medical Insurance
    • Commercial Insurance including Public Liability
  • Other Services
    • Other Service Overview
    • Wills, Trusts and Power of Attorney
    • Conveyancing & Legal Advice
    • Accountancy Services
    • Estate Agency Services
    • Energy Performance Certificates
    • Surveying
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January 2025 Newsletter

Tax Allowance

October 2025 Newsletter

July 2025 Newsletter

April 2025 Newsletter

Book an appointment at a time 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.

Google AI Overview

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.

Click here for our Google reviews

St Barts Finance Logo

Head office:
342-344 Ringwood Road,
Ferndown,
BH22 9AT
01202 520550
admin@stbartsfinance.co.uk

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The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. No representations are made as to whether the information is applicable or available in any other country which may have access to it. St Barts Finance Ltd is a company registered in England and Wales, registration number 6833744, whose registered office is situated at 99 Old Christchurch Road Bournemouth Dorset BH1 1EP.

St Barts Finance Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on xx/xx/2025.

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