About BJFM

About Us

Welcome to Baines Jewitt Financial Management (BJFM) — your trusted partner for independent financial advice and wealth management in Teesside and beyond. We are committed to helping individuals and businesses achieve their financial goals with clarity, confidence, and long-term success.

Who We Are

At BJFM, we are proud to be truly independent financial advisers. This means our advice is always unbiased and tailored to your unique circumstances. Our experienced team brings decades of expertise across all areas of financial planning, working closely with you to build strategies that support your personal and professional aspirations.

Services for Individuals

We offer a comprehensive range of services designed to help you take control of your financial future. Our financial planning service provides bespoke strategies to manage your money effectively, covering everything from budgeting and saving to investing and retirement planning. We offer expert investment advice to help you build and maintain a diversified portfolio that aligns with your goals and risk profile.

Our retirement planning service is designed to help you enjoy a secure and fulfilling retirement, while our independent insurance advice ensures you and your loved ones are protected. We also provide practical tax planning strategies to optimise your tax position and maximise your savings. For those thinking ahead, our inheritance tax and estate planning services help manage liabilities and ensure your estate is passed on according to your wishes. Additionally, we offer trust planning guidance to protect your assets and provide for future generations.

Services for Businesses

We understand the unique challenges faced by business owners and offer tailored solutions to support your financial success. Our financial planning service for business owners helps you manage both personal and business finances, plan for succession, and secure long-term stability. We also provide advice on using Self-Invested Personal Pensions (SIPPs) to invest in commercial property in a tax-efficient manner.

To protect your business from unexpected events, we offer a range of business protection solutions, including key person cover, shareholder protection, and loan protection.

Why Choose BJFM?

As independent advisers, we are not tied to any financial institutions, so our advice is always in your best interest. We take the time to understand your goals and tailor our recommendations to suit your needs. Our team includes highly qualified professionals with extensive experience in financial services, and your satisfaction and success are at the heart of everything we do. We’re here to support you every step of the way.

Ready to take control of your financial future?
Contact BJFM today to arrange a no-obligation consultation and discover how we can help you achieve your goals.