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If you are looking to make your savings go further, investing could be for you

Investing for the long-term can support, improve and even protect your future. There’s a lot to think about when it comes to your financial future, and that’s why a long-term approach to planning could make a big difference. 

Thousands of people across the UK choose to invest their money to build towards their long-term goals. They’ll each have their own reasons, but share one common goal. That is, to make their money work harder. History shows investing for the long-term could provide you with better returns than regular savings accounts.

With the help of our experts, you’ll discover it’s less complex than you might think. And that you can invest in a way that suits your circumstances and supports your financial needs. The starting point for any investment strategy should be to think carefully about what you want your money to do in the short, medium and long-term as your objectives for each of these could be different.

Unlike some other UK banks and building societies you don’t have to have a minimum amount to invest to speak to a Newcastle Financial Adviser; as we believe friendly, face to face financial advice should be available to everyone.

What is an investment?

An investment is something you put money into with the hope it will grow or appreciate into a large sum. Traditionally, investments are made up of a mix of four main asset classes;

  • Cash

  • Property

  • Shares

  • Fixed-interest securities (also known as bonds)

An asset class is a broad group of securities or investments that have similar financial characteristics. The mix of asset classes is usually depends on the level of risk you are prepared to take with your money.

When you invest your money through Newcastle Financial Advisers it can be done with a lump sum or more regularly on a monthly basis.

The level of risk you are prepared to take will be talked through as part of your Understanding & Analysis meeting with your Newcastle Financial Adviser. You can find out more about this in our guide to ‘What to Expect’.

Who’s looking after your money?

As many banks and building societies have stopped offering face to face financial advice on the high street, it has meant some people are left with no one to talk to.

Newcastle Financial Advisers are available in all Newcastle Building Society branches and also offer telephone and video appointments to help as many people as possible with their financial futures.

Even if you have invested previously with another bank, building society or financial adviser, Newcastle Financial Advisers can help by reviewing your current plan. They will make sure they’re right for you and that you’re not paying more than you should be.

How can Newcastle Financial Advisers help?

Whether you’re a first time investor or looking to review your portfolio, Newcastle Financial Advisers can talk to you about a tailored plan aimed at making your money work harder. With access to a wide range of investment products, which come as part of being an appointed representative of The Openwork Partnership, investing could help you reach your future goals and objectives.
Paul Richardson, Newcastle Financial Adviser, smiling

THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
HM REVENUE AND CUSTOMS PRACTICE AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN.

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

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.