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Local Business Case Study

We understand that there is many professional services you will need throughout your lifetime and knowing the, local area like we do we wanted to share some of our Knowledge of the local area and the professional services available to you.


Local Business Case Study:

Business Type: Financial Services

Company Name: St Bart’s Finance Ltd


Contact Number: 01202 520 550

Area Of Expertise: Finacial Advice, Mortgage Advice, Wealth Management

Address: 60-264 Charminster Road, Bournemouth, BH8 9RR

Brief History: St Bart’s Finance Ltd was set up by director Steven Bartholomew who has been working in financial services sector since 1999. He started St Bart’s with the view of giving honest clear advice to his clients. His business model has been based solely on recommendation from his existing clients and he prides himself on the reputation that this has built in the local area. With this great reputation demand became too much just for Steve to deal with by himself this is when he took the step to grow his business by employing quality advisors from the local area. With the same approach he takes with his clients he has managed to build a fantastic team of experienced mortgage advisors and support staff.

What Next: With Steve having the staff in place and the clients and team providing positive feedback he has taken time to develop his skills and extend his offering for his clients. Steve has been a qualified financial advisor for many years and offers the residents of Bournemouth financial advice at his office or in their own home. Sticking by his values of providing clear and honest advice that builds a positive reputation across the south coast.



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