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Who are The Openwork Partnership?

Newcastle Financial Advisers Limited are part of The Openwork Partnership.

The Openwork Partnership is one of the UK’s largest and longest-established financial advice networks. Through many changes and challenges they have been a constant presence in the market for over 45 years and have served over two generations of clients.

Every firm is individual and distinct, yet The Openwork Partnership shares values and standards for the benefit of our clients.


The Openwork Partnership

Newcastle Financial Advisers has worked with The Openwork Partnership for over 18 years to provide customers with a variety of products and excellent service.

As a partnership they work together to:

  • Make sure we work to the highest standards of compliance regulation.
  • Fully research the financial products available and work with the product providers to secure the right solutions for clients.
  • Access correct training and professional development.
  • Sustain quality standards in the advice given to our clients.

The Openwork Partnership means working together to use their scale, collective ideas and different skills to do the right thing and to deliver good value and opportunity, as easily as possible. This is based on the shared values and beliefs of The Openwork Partnership;

  • For us, it’s personal – We treat everyone with empathy and as an individual.
  • In partnership – We always remember we are in this together to put our clients at the heart of everything we do.
  • We do it right – We’re here to build trust and deliver peace of mind.
  • We believe – Everyone can make a difference, we help more clients every year to improve their financial wellbeing.

How it works

Newcastle Financial Advisers will take the time to get to know you and understand your circumstances in order to tailor a plan you feel comfortable with that can meet your goals.

Find out more

What it costs

You’ll only pay a fee if you decide to implement the advice. Read more about the costs associated with the service and what value it provides.

Find out more

Meet the team

Find out more about the Newcastle Financial Advisers team and how to get in touch with them.

Find out more

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.