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St Barts Finance Bournemouth

St Barts Finance Bournemouth

4.8(60 reviews)See reviews ↓·Bournemouth

What customers say

Based on genuine customer reviews

Mortgage, protection and investment work forms the backbone of the accounts given by clients of this Bournemouth firm, with reviewers describing house purchases, remortgages and buy-to-let arrangements. Names recur throughout the feedback: Rachel is credited with listening carefully, explaining options and flagging potential changes early, while Richard is associated with original borrowing and later renewals, and Tom Oliver with patiently steering first-time buyers through each stage. Brad receives praise for steady support during a lengthy and difficult purchase, Sarah for prompt replies and keeping paperwork moving, and Darren for ensuring cases progress without hold-ups.

A recurring theme is the competitiveness of the rates obtained, with clients noting that terms held up well when compared against alternatives they had tested. Clarity of explanation comes up frequently, particularly the breaking down of complex steps so that borrowers understood what was happening and why. The supportive, approachable manner of the team is highlighted, alongside communication that continued after completion, and several clients mention returning for further borrowing, pension guidance or protection cover. First-time buyer support emerges as the most consistently praised area of the service.

Finance brokerIncome protection insurance agencyInsurance brokerInvestment serviceLife Insurance AgencyMortgage broker

Reviews

Reviews are taken from publicly available sources.

CG
Charlotte Goodman4 May 2026

Excellent support from Rachel throughout the mortgage process. Rachel really listened and understood my needs. She was very knowledgeable and supportive. Great communication and updates including about any potential changes. Will not hesitate to work with Rachel or St Barts again. Very professional service. Highly recommend!

JA
Jay Ayrton15 February 2026

Since 2017 Richard W at St Barts has organised our original mortgage and taken us through 2 mortgage renewals on both our main property and Buy-to-Let investment. Whenever I've tested the water to check other rates available, Richard's offering has always been among the most competitive. Richard is support by Darren who ensures nothing is held up and things move along efficiently. Based on level of service and competitivness of rates I'd highly recommend working with Richard and the Team at St Bart's. We've been happy grateful customers for 10 years and we look forward to working with them for many more to come. Jay, Charlotte & family

BK
Becky Karani9 February 2026

Rachel recently helped me with my re mortgage. She was very Professional and helpful throughout the whole process. She took the time to understand my situation and I valued her positivity. Thank you so much for all your help, I have already recommend you to some friends and will definitely come back to you in the future.

RH
R Hughes4 January 2026

I wouldn’t describe what Rachel provided as “customer service” — it was luxury, tailored support without the hefty price tag. It went far beyond what you typically receive elsewhere. We briefly worked with another broker who seemed to overcomplicate things in the name of being “extra careful,” and the contrast was night and day. Rachel was quick, precise, and knew exactly what was needed. It gave us immediate confidence that she understood the process inside out and had done her research — and it paid off. I put my trust in her, and she truly delivered. It’s also worth noting that during our house-buying journey, we were worried that once the mortgage application was approved, communication would drop off. That couldn’t have been further from the truth. At every stage, Rachel checked in with us and consistently offered help whenever we needed it. Rachel is not your average employee. She is a true professional in every sense of the word, clearly takes her work seriously, and genuinely enjoys what she does. For us, Rachel has firmly put St Barts on the map. This finance company is clearly not your average firm. You get the sense that they treat their staff well, which makes it feel even better when you’re trusting them with such an important financial decision. Honestly, it was worth every penny.

SE
Symon Ellis22 August 2025

We can’t recommend Sonny at St Barts Finance highly enough! As first-time buyers, the whole mortgage process felt daunting, but Sonny made everything so much easier. He provided a very personal service, taking the time to explain every detail clearly and making sure we had all the information we needed to feel confident at each stage. What really stood out was how available and approachable he was — no question was ever too small, and he was always on hand to put our minds at ease. He truly went above and beyond to support us, and we’re so grateful for all of his help in securing our first mortgage. If you’re looking for someone professional, knowledgeable, and genuinely dedicated to their clients, we would absolutely recommend Sonny and St Barts Finance.

BT
Big Teng23 November 2024

As a first-time buyer, I cannot recommend Tom Oliver enough! From the very beginning of the process, Tom has been an absolute rock. He explained everything so clearly, breaking down what could have been an overwhelming experience into manageable steps. He guided me through every stage with incredible patience and expertise. What truly stood out was how supportive and approachable he was throughout. No matter how small or big the question, Tom was always just a call or message away, making himself completely reachable whenever I needed reassurance or clarification. His dedication, professionalism, and genuine care for his clients made the entire process smooth and stress-free. If you’re looking for a mortgage advisor who goes above and beyond, Tom is the one! Thank you so much, Tom, for helping me make my dream of owning a home a reality. I couldn’t have done it without you!

DL
debra lovell20 July 2022

5* service I have used St Barts Finance for the first time having been highly recommended to them. I cannot thank or praise the team of James and Della highly enough - we had quite a challenge in seeking several remortgages at a hugely busy time with interest rates changing daily etc. James provided very prompt illustrations and managed to secure the best offers available for us, receiving full illustrations within 48 hours, mostly the same day, having gone through all our finances and our requirements for the future at the outset. On securing the offers from the various lenders, Della's due diligence in chasing, updating us weekly, was superb and we have finally secured all the loans we set out to achieve with St Barts Finance. Dealing with some of the conveyancing companies proved a little challenging but Della always sorted the issues promptly and efficiently, keeping us updated at all times. Huge praise and thanks to James and Della for your professionalism, courtesy, swiftness and approachability at all times in looking after Steve and myself in managing all our expectations to completion - what a superb team you are and one that I would highly recommend to anyone I know, or indeed out there, who need financial advice.

Financial advisers in Bournemouth compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bournemouth are compared.

RankProviderRatingReviewsOpen Sat.
1Strategic Solutions Financial Services★ 5,082No
2Step By Step Financial Solutions Bournemouth★ 5,060No
3Ben James Wealth Management★ 5,040No
4Charlwood IFA - Independent Financial Advisers★ 4,980No
5St Barts Finance Bournemouth (this page)★ 4,860No
Contact
+441202520550www.stbartsfinance.co.uk99 Old Christchurch Rd, Bournemouth BH1 1ER
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed