blog - St Barts Finance

Climbing the Wall of Worry: What 30 Years of Global Events Teach Us About Investing

Over the last three decades, the world has experienced an ongoing series of crises — from terrorist attacks and financial meltdowns to pandemics, wars, and natural disasters. Each of these…

CASE STUDY: Track record mortgage – zero deposit

Case Study: Helping a Young Family Buy Their First Home with a Zero Deposit Mortgage At St Barts Finance, we recently helped a young family achieve their dream of homeownership…

5 Tips for buying your first home

5 top tips to buying your first home. 1. Saving for a deposit One of the most challenging things for a first time buyer is having enough money for a…

Mortgage Protection Life Cover Insurance - St Barts Finance Bournemouth

Mortgage Protection – Life Cover Guide

Why Mortgage Protection Life Cover Matters for Homeowners When you’re excited about purchasing a new home or indeed reviewing your mortgage on an existing property, talking about death occurring, and…

Pension Vs ISA

Pension Vs ISA – Which is more tax efficient? When considering how best to invest surplus income, the debate between Pensions Vs ISA is a common one—especially for high earners.…

Do you keep meaning to sort out your will? We can help you

Do you keep meaning to sort out your will? We can help you. Life is busy, we get it. But is anything more important than being in control of your…

Is a drawdown right for you?

2 important questions to consider… If you have a defined contribution pension, you can access your retirement savings in a variety of ways. One of those options is drawdown –…

Spring Budget Winners and Losers

Over-50s returning to work In his speech, the Chancellor said that “older people are the most skilled and experienced people we have”. So, he announced steps to make it easier…

What are the benefits of releasing equity from your mortgage

Making sense of Dividends

In order for a company to grow, it can sell little pieces of itself, through what are known as shares. Many well-known businesses such as Microsoft, Amazon and Shell are…

Use Them Or Lose Them

At this time of year, one of the most beneficial things you can do for your money is to review your annual allowances. Make sure you’re using those that are…

Pension Consultation

Retirement is a major milestone that many people look forward to in life. It can be a time of relaxation and freedom, but it should also be approached with careful…

Retirement Planning Consultation

Retirement is a major milestone that many people look forward to in life. It can be a time of relaxation and freedom, but it should also be approached with careful…

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