Janine Barron

I am a Financial Adviser with over 40 years experience in the Financial Services industry. I provide a range of financial services and advice for clients across the North East of England. Areas I cover include, Co Durham, Teesside and North Yorkshire, however, I also have clients across the UK. Investment in modern technology has made this more practical for me as my clients, as part of my ongoing service, have access to their very own bespoke client portal. This fantastic technology gives my clients 24/7 access to their investment, pensions, life assurance and mortgages all in one place. Of course, I’m still available to provide advice and recommendations but my clients are confident in the fact they can see all of their financial details in one place. My Services Financial planning is a very personal matter and requires discretion and a personal approach. Every individual has different circumstances, ambitions and needs. What’s more, needs often change over time so I feel it is vital to have an adviser/client relationship that is conducive to building a financial plan that is unique and individually tailored to suit particular needs. I will work closely together with my clients to ensure that this remains the case in the future, as needs change. High service standards are extremely important to everyone. As a finalist in the Teesdale Business Awards 2019 & 2021, in the best customer focus category, my service clearly meets my clients' expectations, and I strive to maintain these high standards at all times. Whether you’re looking for a mortgage for your new home, needing to know more about protecting your loved ones or wanting to save/invest for the future and make sense of your pensions, I can help you put your plans in place and ensure you understand more about the products available. I am always happy to hold an initial meeting with new clients at my own cost to discuss your needs and tell you more about the services I offer. Any costs for ongoing services will be discussed and agreed at this meeting. I can also provide financial advice for Auto-Enrolment and Long-Term Care through my Partners at Sandringham who all have their own areas of specialisation. If you would like to know more about financial advice and my services please call me or drop me an email.