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Six great reasons you can count on
Newcastle Financial Advisers Ltd

Personalised advice and solutions

Advice on solutions and products that are tailored to your needs and help make the most of your money.

No pressure to make decisions or take products

There is no obligation to follow the advice you are given and there is no rush to make a decision. No fees are charged unless you go ahead and implement the advice. All costs are clearly explained.

Trustworthy advisers you can always reach

New telephone and video chat options mean there is always a way to give your financial planning the attention it deserves. You don’t have to come into a branch to have a friendly, jargon-free chat with a Newcastle Financial Adviser.

Here for you at every stage of your life

As your circumstances change, so do your choice of products and services. Pensions, investments, life and income protection insurance, inheritance tax planning – you can control them all in one place and react as markets change.

Plenty of choice and flexibility

Being part of The Openwork Partnership, one of the UK's largest financial advice networks, means Newcastle Financial Advisers can offer advice on a wide range of products and high-quality services.

A service that’s open to everyone

Unlike some UK banks and building societies, no minimum investment is required. In fact, you are welcome to ask for advice even if you don’t take up our recommendations.

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on Investments, Pensions, Life and Protection Insurance and Inheritance Tax Planning.


How they can help

Pass on your wealth

From finding out if Inheritance Tax will affect you, to plans that lay the foundations of your family’s future, speaking to a Financial Adviser is a great place to start.

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Plan your retirement

No matter how and when you’d like to retire, financial advice is essential to establishing the right plan for your retirement.

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Protect your loved ones

Far from being a luxury, life and serious illness insurance should be considered essential. With several different types of cover available, it is important to get advice.

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Sara Hollingsworth sat at a desk

Meet the Advisers

Find out more about the Newcastle Financial Advisers team and read customer reviews for some of the UK’s Top Rated Financial Advisers.

Financial advice you can count on

How it works

Newcastle Financial Advisers will take the time to get to you know and understand your circumstances in order to tailor a plan you feel comfortable with that aims to meet your goals. Read more about the three key stages to the service. 

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No implementation, no fee

You'll only pay a fee if you decide to implement the advice. Read more about the associated costs for each stage of the service, our ad hoc fees and hourly rates. 

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Who are The Openwork Partnership?

Find out more about how Newcastle Financial Advisers and The Openwork Partnership work together. 

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Approved by the Openwork Partnership on 22/04/2024.

Ready to arrange an appointment?

However much you have and whatever your financial plans are, get advice on the right place for your money and help on planning for the future.

Arrange an appointment

Or just give Newcastle Financial Advisers a call

Speak to the Newcastle Financial Advisers team on

0345 600 4330

Lines are open every weekday between 9am and 5pm

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning. Aspects of inheritance tax planning are not regulated by the Prudential Regulation Authority nor the Financial Conduct Authority. Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited which is an appointed representative of The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.