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Newcastle Financial Advisers acquires financial planning business

Date published: 20 June 2024

Read time: 2 minutes

Two men stood outside of the Newcastle Building Society Hexham branch.

Newcastle Financial Advisers Limited has announced the acquisition of Keith Dyson Financial Consultancy as part of its ongoing strategy for growth.

Keith, a former Newcastle United footballer, has provided pensions, life assurance, and investment advice to clients throughout the North East for 30 years.

The acquisition means Keith’s clients will continue to benefit from access to face-to-face financial advice services through Newcastle Financial Advisers Limited.

Newcastle Building Society introduce clients to Newcastle Financial Advisers Limited, who provide accessible advice on investment, retirement, inheritance tax planning and protection advice through the Society’s network of branches across the North East, Cumbria and North Yorkshire, and a financial advice location in Pickering.

Iain Lightfoot, Managing Director of Newcastle Financial Advisers Limited, said: “We’re pleased to be able to welcome Keith Dyson Financial Consultancy’s clients to Newcastle Financial Advisers Limited. Over the past 30 years Keith has nurtured a flourishing business and his focus on building meaningful, long-lasting relationships with clients is one that very much aligns with our own.

“This latest acquisition reflects our continued commitment to providing personalised, trustworthy financial advice that is accessible to all. Keith’s clients will benefit from continued advice and service via our experienced local advisers who are available face-to-face on high streets across Newcastle Building Society’s branch network, and also remotely via video call. Customers will also now benefit from our in-house support team who help our advisers in delivering great advice and providing all important ongoing customer service.”

Keith said: “While other banks and building societies are closing branches, Newcastle Building Society are growing and investing in theirs. For my clients, Newcastle Financial Advisers Limited's footprint means more locations for them to access in-person financial advice services, and I am confident they will be well looked after under the new ownership.”

Download the press release (PDF, 173kB).

Image caption: L-R Chris Carter Business Development and Partnership Manager at Newcastle Financial Advisers Limited with Keith Dyson of Keith Dyson Financial Consultancy.

Approved by the Openwork Partnership on 07/06/2024.

Some aspects of inheritance tax planning are not regulated by the Financial Conduct Authority nor the Prudential Regulation Authority.

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.

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