St Barts Finance
St Barts Finance is a financial advisory firm that offers services such as mortgages, insurance, investments, and pensions. Founded in 2009, the company provides face-to-face financial advice to clients across the UK.
- Life Insurance
- Bridging Finance
- Wills and Trusts
- Income Protection
- Personal Pensions
- Investment Accounts
- Buy to Let Mortgages
- Commercial Mortgages
- Residential Mortgages
- Critical Illness Insurance
Locations
Digital Popularity
Popularity over time
Company Details
St Barts Finance is operated by St Barts Finance Limited and is a Active company incorporated on 2 March 2009 with the registered office located in Ferndown, Dorset. St Barts Finance Limited was registered 16 years ago.
Status
Active
Size
Micro
Directors
3
Age
16 years old
Employees
15
Turnover
Unreported
Total Assets
£157.14K
Cash in Bank
£102.16K
Total Liabilities
-£90.94K
Teams
27
17
11
5
3
Operations Manager
Assistant Agency Manager
Agency Manager (multi Site) • Joined May 2024
Financial Adviser / Managing Director • Joined Jul 2009
Mortgage & Protection Advisor / Compliance Manager • Joined Nov 2019
Mortgage And Protection Adviser/Office Manager • Joined May 2017
Mortgage Administrator • Joined Oct 2024
Mortgage Administrator • Joined Nov 2023
Mortgage Consultant • Joined Mar 2024
Mortgage Consultant • Joined Jun 2019
Mortgage & Protection Advisor / Compliance Manager • Joined Nov 2019
Mortgage Administrator • Joined Oct 2024
Mortgage Administrator • Joined Nov 2023
Mortgage Consultant • Joined Mar 2024
Mortgage Consultant • Joined Jun 2019
Mortgage And Protection Consultant • Joined Jul 2019
Mortgage & Protection Adviser
Senior Mortgage And Protection Advisor • Joined Dec 2017
Mortgage & Protection Advisor • Joined Feb 2024
Financial Advisor • Joined May 2024
Operations Manager
Assistant Agency Manager
Agency Manager (multi Site) • Joined May 2024
Agency Deputy • Joined May 2024
Agency Deputy • Joined Mar 2024
Mortgage Consultant • Joined Mar 2024
Mortgage Consultant • Joined Jun 2019
Customer Consultant • Joined Nov 2022
Customer Consultant • Joined Oct 2023
Customer Service Consultant • Joined Nov 2021
Mortgage And Protection Consultant • Joined Jul 2019
Financial Advisor • Joined May 2024
Mortgage And Protection Advisor • Joined Jun 2015
Mortgage And Protection Advisor
Chartered Financial Planner • Joined May 2024
Financial Adviser / Managing Director • Joined Jul 2009
Mortgage And Protection Adviser/Office Manager • Joined May 2017
Teacher
View 27 members