Straightforward financial advice, expertly tailored to you

Newcastle Financial Advisers makes financial planning easy, with specialist advice designed to meet your individual, family, or business goals. With no minimum investment amount needed, they offer financial advice to everyone.

At the first meeting, your dedicated financial adviser will get to know you, your current situation and needs. Then they’ll clearly explain your options to help achieve your financial plans.

There is no cost or obligation for your first meeting. During this meeting your adviser will make sure you’re clear about their services and charges. So you feel confident about your decisions every step of the way.

Three steps towards securing your financial future

A collaborative three-step process provides financial advice tailored to you:

  • 1. Explore

    Meet your friendly financial adviser at one of our branches, on the phone or a videocall. They’ll explore your financial situation and needs. You’ll explain any money worries you might have and your aims for the future. The adviser will then clearly explain how they can help and the costs involved, without any pressure. If you're happy to progress, your adviser will guide you to the next step

  • 2. Review

    Your adviser will gather your personal and financial information and details of your current commitments. They’ll also ask you to complete an attitude to risk survey. This is to gain an understanding of how much risk, if any, you’re willing to take with your money. Your adviser will also access your current financial situation and explore various options to create a tailored financial plan.

  • 3. You Decide

    At a follow-up meeting, your financial adviser will present your tailored solution. Based on your discussions and their research, it will focus on your main goals. Which could include retirement planning, protecting an inheritance or supporting your children. Your adviser may also use their knowledge to suggest other opportunities you may want to consider.

Putting your plan in place

Only the advice you choose will be carried out, putting you in control. There’s no fee if you decide to walk away at this point. If you want to go ahead, your adviser will:

  • Agree the recommendations you want to implement
  • Share any related fees and charges
  • Complete the relevant applications
  • Ask you for any other information needed

Before you sign any documents, you need to make sure the information you’ve supplied is correct. Your adviser will check any applications and make sure you receive the right paperwork.

Reviewing your plan’s performance

It’s important to regularly review your arrangements. This will make sure your financial plan continues to meet your needs and performs as intended. You can choose the kind of support you receive, including ongoing support and advice on demand. As well as how you want to pay for it.

Supporting your financial needs

  • Invest your money

    If you have a longer term goal, where you would be happy to put your money away for five or more years, then investing could be for you.

    Investments

  • Plan your retirement

    No matter how and when you’d like to retire, financial advice helps set up a plan that works for you and your retirement.

    Pensions

  • Pass on your wealth

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

    Inheritance tax planning

  • Protect your loved ones

    Life and serious illness insurance is important, and with several different types of cover available, it is important to get advice on which is right for you.

    Life protection

  • Meet the team

    Get to know the Newcastle Financial Advisers team.

    Meet the Advisers

As part of The Openwork Partnership, Newcastle Financial Advisers gives you access to an extensive range of products. Every product recommended is carefully selected, giving you peace of mind whatever your financial aspirations.

Newcastle Financial Advisers is built on service, trust and long-term relationships. They're on-hand if the unexpected happens. And you can choose to meet regularly with your financial adviser to improve your financial plan to help meet your financial goals.

Man and woman sat with their financial adviser, going through paperwork.

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. 

Approved by The Openwork Partnership on 07/05/2026.

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.