“St Barts Finance is a financial advisory firm that provides a wide range of financial planning advice and services in Bournemouth. Steve Bartholomew is the CEO of this firm. He has worked in the financial services sector for more than 20 years and has spent most of these years being part of the Openwork Partnership. Chantelle Dean and Daniel Edmunds are the financial planners in this firm. They will then recommend a solution that fits these needs. Their goal is to assist you in achieving your financial goals by offering you a range of products and services tailored to your needs. Their team will work with you to identify your investment, pension and insurance needs and your attitude toward risk. St Barts Finance will maintain contact with you throughout the planning process and provide ongoing support at each stage. Their financial adviser also provides an initial meeting with you and tailors their advice to your specific needs. They offer a video conference meeting.”
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