Here, you can find out more and book an appointment with any of the Newcastle Financial Advisers. Although they usually work in our branches, you can now get the same great service from the comfort of your home by telephone and video calls.
Take a look below to find out more about the Advisers and how they can help.
Newcastle Financial Adviser - Alnwick & Ashington
Andrew is a graduate of the Newcastle Financial Advisers Academy and has since worked in many branches across the North East.
Newcastle Financial Adviser - Barnard Castle & Hawes
With over 25 years of experience in various areas of financial services, Amanda joined Newcastle Financial Advisers in 2020.
Newcastle Financial Adviser - Berwick & Wooler
After graduating from the Newcastle Financial Advisers Academy four years ago, Elliot has been playing an integral role as a Paraplanner in our support team and is now the Financial Adviser based in the Berwick and Wooler branches.
Newcastle Financial Adviser - Morpeth
After years of experience working within our branch network, Daryl is now the Newcastle Financial Adviser for the Morpeth branch.
Newcastle Financial Adviser - Bishop Auckland
Rachael worked as a Branch Manager in the Society for a number of years, before becoming a Newcastle Financial Adviser.
Newcastle Financial Adviser - Carlisle
David’s career in Financial Advice spans over 20 years and he has always focused on Investments and Pensions.
Newcastle Financial Adviser - Chester-le-Street
Lee worked as a Branch Manager in the Society for a number of years, before becoming a Newcastle Financial Adviser.
Newcastle Financial Adviser - Darlington
Sara has worked as a Financial Adviser for over 10 years after swapping a career in planning holidays for holistic financial planning.
Newcastle Financial Adviser - Cramlington
After working in a field based Financial Services role, Tom started with Newcastle Financial Advisers and hasn’t looked back.
Newcastle Financial Adviser - Durham
After spending time in Wealth Management, Anthony is the Newcastle Financial Adviser based in the Durham branch.
Newcastle Financial Adviser - Gateshead & Newcastle
Paul is one of the longest serving Newcastle Financial Advisers and is passionate about Financial Advice and the Society.
Newcastle Financial Adviser - Gosforth
David is the Newcastle Financial Adviser in the Gosforth branch and enjoys helping customers with all aspects of Financial Advice.
Newcastle Financial Adviser - Hartlepool
Iain is currently working in the Society’s Hartlepool branch where he enjoys spending time with customers old and new as well as his branch colleagues.
Newcastle Financial Adviser - Hexham
Karl joined Newcastle Financial Advisers after working within the Society’s branch network as a Branch Manager.
Newcastle Financial Adviser - Middlesbrough
Grant has been with Newcastle Financial Advisers for 5 years as part of a career in Financial Services.
Newcastle Financial Adviser - North Shields
Since graduating from our Newcastle Financial Advisers Academy, Alex has been based in various Newcastle Building Society branches across the North East.
Newcastle Financial Adviser - Newcastle
Geoff is one of the longest serving Newcastle Financial Advisers with over 15 years’ experience.
Newcastle Financial Adviser - Penrith
Since graduating from the Newcastle Financial Academy in 2019, Jonathan has been supporting many of our Advisers across the Society’s branch network.
Newcastle Financial Adviser - Penrith
Scott’s favourite thing about being a Newcastle Financial Adviser is seeing the difference he can make to people's lives, seeing them progress from year to year and how things change.
Newcastle Financial Adviser - Pickering & North Yorkshire
Before working at Newcastle Financial Advisers, John worked at Fidelis Financial Solutions, which was acquired in 2019.
Newcastle Financial Adviser - Consett
With over 15 years’ experience in various areas of financial services, Nick is now part of Newcastle Financial Advisers in Consett.
Newcastle Financial Adviser - Ponteland
Joanne is one of the longest serving Newcastle Financial Advisers with over 20 years’ experience.
Newcastle Financial Adviser - South Shields
With a career in financial services of over 20 years, starting when he asked his Pension Collector for a job, Mark currently works within the Society’s South Shields branch.
Newcastle Financial Adviser - Stokesley & Yarm
With over 10 years’ experience in financial services, Olivia is now the Newcastle Financial Adviser based in the Stokesley and Yarm branches.
Newcastle Financial Adviser - Sunderland
After swapping marine engineering for financial services over 30 years ago, Colin is now based in the Sunderland branch.
Newcastle Financial Adviser - West Denton
After working in other areas of the Society, Lucy now works in the West Denton branch as a Newcastle Financial Adviser.
Newcastle Financial Advisers - Whickham
With a career always focused around Financial Advice, David is now based in the Society’s Whickham branch.
Newcastle Financial Adviser - Whitley Bay
David is currently based in our new Whitley Bay branch.
Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on Investments, Pensions, Life and Protection Insurance and Inheritance Tax Planning. Newcastle Financial Advisers Limited is an appointed representative of The Openwork Partnership which is a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Approved by the Openwork Partnership on 17/07/2023.