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.
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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.
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Matthew Shaw
Newcastle Financial Adviser - Barnard Castle
Matthew is passionate about building long-term relationships based on openness and trust.
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Elliot Tate
Newcastle Financial Adviser - Berwick
After graduating from the Newcastle Financial Advisers Academy, Elliot is the Financial Adviser based in the Berwick and Wooler branches.
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Daryl Brown
Newcastle Financial Adviser - Morpeth
Daryl is based within the Morpeth branch. With years of experience, she loves helping her customers realise their options.
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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.
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David Binder
Newcastle Financial Adviser - Carlisle
David’s career in Financial Advice spans over 20 years, with a focus on investments and retirement planning.
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Sara Hollingsworth
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.
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Lee Metters
Newcastle Financial Adviser - Durham
Lee worked as a Branch Manager in the Society for a number of years, before becoming a Newcastle Financial Adviser.
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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.
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Paul Richardson
Newcastle Financial Adviser - Newcastle & Gateshead
Paul is one of the longest serving Newcastle Financial Advisers. He is passionate about financial planning and Newcastle Building Society.
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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 planning.
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Iain Paterson
Newcastle Financial Adviser - Hartlepool & Guisborough
Iain is currently working in the Society’s Hartlepool & Guisborough branches where he enjoys spending time with customers old and new as well as his branch colleagues.
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Karl Lamb
Newcastle Financial Adviser - Hexham
Karl joined Newcastle Financial Advisers after working within the Society’s branch network as a Branch Manager.
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Laura Hodgson
Newcastle Financial Adviser - Knaresborough & Hawes
Laura is currently based in our Hawes and Knaresborough branch and has 23 years of experience in banks and building societies.
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Carl Shropshire
Newcastle Financial Adviser - Manchester
Carl offers clear jargon-free advice, so he can offer straightforward financial planning to his customers.
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Calum Dearlove
Newcastle Financial Adviser - Middlesborough & Yarm
Calum has been working in financial services since 2010, becoming a qualified Financial Adviser in 2018.
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Geoff Caisley
Newcastle Financial Adviser - Newcastle
Geoff is one of the longest serving Newcastle Financial Advisers with over 15 years’ experience.
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Jonathan Cox
Newcastle Financial Adviser - Penrith
Since joining the Penrith Branch in 2018, Jonathan takes great pride in helping his customers plan for every aspect of their financial futures.
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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.
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Johnny Haram
Newcastle Financial Adviser - Pickering
As a Financial Adviser in the Pickering branch, Johnny’s goal is to help educate and support people with a wide range of financial planning matters through friendly, jargon-free conversations.
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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 in Consett.
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Joanne Hendry
Newcastle Financial Adviser - Ponteland
Joanne is one of the longest serving Newcastle Financial Advisers with over 20 years’ experience.
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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.
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Olivia Vickers
Newcastle Financial Adviser - Stokesley
With over 10 years’ experience in financial services, Olivia is the Newcastle Financial Adviser based in the Stokesley branch.
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Lucy Hall
Newcastle Financial Adviser - Sunderland
After working in other areas of Newcastle Building Society, Lucy now works in the Sunderland branch for Newcastle Financial Advisers.
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Thomas Conway
Newcastle Financial Adviser - West Denton
Thomas thrives on providing his customers with personalised financial planning guidance and is based in our West Denton branch.
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David Glass
Newcastle Financial Advisers, Mortgage and Protection Adviser
With over 20 years of industry experience, David specialises in Mortgage & Protection advice.
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David Bolam
Newcastle Financial Advisers - Whickham
With a career always focused around financial advice, David is now based in the Society’s Whickham branch.
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David Mitchell
Newcastle Financial Adviser - Whitley Bay
David is currently based in the Whitley Bay branch. He’s really interested in meeting new people, getting to know them and identifying how he can help put a plan together to suit them.
Approved by the Openwork Partnership on 20/04/2026.
Ready to arrange an appointment?
However much you have and whatever your financial plans are, get tailored support to find the right place for your money.
Arrange an appointmentOr 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.