Newcastle Building Society - Home

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Here, you can find out more and book and 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.

Andrew Tait

Newcastle Financial Adviser - Alnwick, Ashington & Wooler

Andrew is a graduate of the Newcastle Financial Advisers Academy and has since worked in many branches across the North East.

Amanda Carter, Newcastle Financial Adviser

Amanda Carter

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.

Daryl Brown

Newcastle Financial Adviser - Berwick

After years of experience working within our branch network, Daryl is now the Newcastle Financial Adviser based in the Berwick branch.

Rachael Benford

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.

David Binder

Newcastle Financial Adviser - Carlisle

David’s career in Financial Advice spans over 20 years and he has always focused on Investments & Pensions.

Newcastle Financial Adviser, Lee Metters

Lee Metters

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.

Sarah Hollingsworth, Newcastle Financial Adviser

Sara Hollingsworth

Newcastle Financial Adviser - Darlington

Sara has worked as Financial Adviser for over 10 years after swapping a career in travel planning holidays for holistic financial planning.

Tom Parkin

Newcastle Financial Adviser - Cramlington

After working in a field based Financial Services role, Tom started with Newcastle Financial Advisers and hasn’t looked back.

Anthony Higgins

Newcastle Financial Adviser - Durham

After spending time in Wealth Management, Anthony is the Newcastle Financial Adviser based in the Durham branch.

Paul Richardson

Newcastle Financial Adviser - Gateshead & Newcastle

Paul is one of the longest serving Newcastle Financial Advisers and is passionate about Financial Advice and the Society.

David Simpson

Newcastle Financial Adviser - Gosforth

David is the Newcastle Financial Adviser in the Gosforth branch and enjoys helping customers with all aspects of financial advice.

Iain Paterson

Newcastle Financial Adviser - Hartlepool

Iain is currently working in the Society’s Hartlepool branch where he enjoys spending time with customers old & new as well as his branch colleagues.

Karl Lamb

Newcastle Financial Adviser - Hexham & Morpeth

Karl joined Newcastle Financial Advisers after working within the Society’s branch network as a Branch Manager.

Grant Kelly

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 Alex Turnbull

Alex Turnbull

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.

Geoff Caisley

Newcastle Financial Adviser - Newcastle

Geoff is one of the longest serving Newcastle Financial Advisers with over 15 years’ experience.

Scott McNally, Newcastle Financial Adviser

Scott McNally

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.

John Hough

Newcastle Financial Adviser - Pickering & North Yorkshire

Before working at Newcastle Financial Advisers, John worked at Fidelis Financial Solutions which was acquired in 2019.

Nick Graham-Hall

Newcastle Financial Adviser - Consett

With over 15 years’ experience in various areas of financial services, Nick is now part of Newcastle Financial Advisers Limited in Consett.

Joanne Hendry

Newcastle Financial Adviser - Ponteland

Joanne is one of the longest serving Newcastle Financial Advisers with over 17 years’ experience.

Mark Winship

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.

Jonathan Pearce

Newcastle Financial Adviser - Stokesley and Yarm

Jonathan is currently based in the Yarm and newly opened Stokesley branch.

Colin Arundel

Newcastle Financial Adviser - Sunderland

After swapping marine engineering for Financial Services over 30 years ago, Colin is now based in the Sunderland branch.

Lucy Hall

Newcastle Financial Adviser - West Denton

After working in other areas of the Society, Lucy now works in the West Denton branch as Newcastle Financial Adviser.

David Bolam

Newcastle Financial Advisers - Whickham

With a career always focused around Financial Advice, David is now based in the Society’s Whickham branch.

David Mitchell

Newcastle Financial Adviser - Whitley Bay

David is currently based in our new Whitley Bay branch.

Newcastle Building Society introduces to Newcastle Financial Advisers Limited forĀ 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.

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 forĀ 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.