Kath had a couple of ISAs maturing elsewhere and wanted to know if she could get more for her money with Newcastle Building Society. She wasn't sure exactly which account was right for her, so she spoke to one of our team in our Wooler branch during her Savings Review about her options. After taking some time to think things through, she felt confident in the decision she made.
ISA rules are changing
We know your money is important to you. But with so many savings options, changing ISA rules and financial decisions to think about, it's easy to worry about making the wrong choice. That's why we're right here on your local high street, offering a free Savings Review in branch. It's a chance to have a relaxed conversation, understand your options, and feel more confident about your money and your savings goals.
What is a Savings Review?
A simple conversation could help your savings make sense.
A Savings Review is a free face-to-face conversation with one of our knowledgeable local colleagues.
Whether you're saving for something special, reviewing an ISA, or wondering if your money could be working harder, we'll take the time to understand what's important to you and help you explore your options.
No jargon. No pressure. Just a conversation.
What to expect from your free Savings Review
- A face-to-face conversation in your local branch.
- Clear explanations without jargon.
- A chance to ask questions and take your time.
- Helps you to understand the options available to you.
- From £1 to £100,000, it doesn't matter how much savings you have.
- No obligation to open an account and completely confidential.
Thinking about your ISA?
Did you know the ISA rules were changing? Want to understand what the upcoming ISA changes mean to you? Got an ISA maturing and wondering what to do next? Or just want to know how to make the most of your tax-free allowance? We're here to help.
A Savings Review can help you understand your options now, so you feel confident and prepared for the next tax year.
Book a Savings Review"If I hadn’t met with a Newcastle Financial Adviser, I wouldn’t be on track to retire at 57”
Katherine, Financial Advice customer
Financial Advice
Katherine’s savings gave her security, but she wasn’t sure they would be enough to achieve her long term goal of retiring at 57.
A face-to-face conversation gave her confidence in investing in stocks & shares ISA's and reassurance about her future.
Regardless of how much money you have, if you're thinking about retirement, investing, inheritance planning or your longer-term financial goals, talking things through can help you feel clearer about what's next.
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.
Book a no-obligation Financial Advice appointment.
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.
A STOCKS AND SHARES ISA IS A MEDIUM TO LONG TERM INVESTMENT, WHICH AIMS TO INCREASE THE VALUE OF THE MONEY YOU INVEST FOR GROWTH OR INCOME OR BOTH.
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.
Approved by The Openwork Partnership on 05/10/2026.