James Sherrard Email & Phone Number

Bournemouth, Gb

Set up in June 2009, St Barts Finance now have several high street offices on the south coast, including Agencies of Yorkshire Building Society, which we own and run. Our main aim is to provide a service to our clients that we would expect and want to receive ourselves. Customer services is 100% the most important part of this business – if this is not achieved, then we will not succeed. Where the high street banks are shutting daily, we have branches that our clients can simply walk into and receive advice. If we do not have a branch in your area, we can offer video conference meetings direct to your phone or PC or can use a telephone the same as everyone else if that’s easier!For us, understanding the needs of our clients fully at the outset, and on an ongoing basis, is a critical part of ensuring that investments, pensions, mortgages, or insurance requirements meet needs both now and into the future. We ensure that we understand future goals, establish attitude to risk, recommend a solution and make sure it stays on track over the years ahead.Our business is split into two departments – Mortgage & Protection and Investment & Pension, we have done this as it’s not easy to specialise in everything and we want to ensure that our advice is excellent, not average. As a team we have over 50 years of combined experience and have built our client base through recommendation.We hope we can help you in the future and for you to then refer us to others, as our existing clients do.https://stbartsfinance.co.uk