A Savings Review is a free, face-to-face appointment in your local branch to help you make the most
of your money. Whether you're looking for savings information, opening your first account, reviewing existing savings, or have a savings account approaching maturity, we're here to help.
We'll take the time to understand what you want to save for, explain your options clearly and help you
feel more confident about your next steps.
Why book a Savings Review?
A simple conversation can make a big difference
With so many savings accounts, rates and options available, knowing how to save money and where to put your savings can feel overwhelming.
A Savings Review gives you access to free savings account help from one of our colleagues. We'll discuss what you want to achieve, answer your questions and help you understand the options available to you.
Whether you're starting your savings journey, building on existing savings or reviewing funds that are nearing maturity, a Savings Review can help you make an informed decision.
Book a free Savings ReviewWhat happens during a Savings Review?
Every conversation is different, because everybody saves in different ways, for different things.
We will:
- Talk about what you’re saving for and how you want to do that.
- Help you understand the best way to save money based on your goals.
- Find out whether you're just getting started or have savings put aside.
- Look at when you might need your money and help you set some goals.
- Talk through the options that could work best for you.
- Explain when speaking with a Newcastle Financial Adviser may be beneficial.
A Savings Review:
- Is a free face-to-face service.
- Gives you clear explanations without the 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 you have.
- No obligation to open an account and completely confidential.
It’s a straightforward conversation designed to help you feel more confident about your money.
Book a free Savings ReviewGot a savings account approaching maturity?
When a savings account matures, it's a good opportunity to review your options.
Whether you're an existing Newcastle Building Society member or hold savings elsewhere, a free Savings Review can help you:
- Understand your maturity options.
- Review your current savings arrangements.
- Explore available savings accounts and rates.
- Decide what to do next with your money.
- Build a plan that supports your future goals.
Don't leave important savings decisions until later. A Savings Review can help you understand your choices and take the next step with confidence.
Book a free Savings Review- Need help with savings and aren't sure where to begin.
- Have a savings goal in mind and want to make a plan.
- Want your money to work harder.
- Are wondering what to do with money you've already saved - whether this is held in accounts elsewhere or you are looking for somewhere to put it.
- Have an account that's about to mature.
- Feel unsure about your options.
- Prefer to talk things through with someone face-to-face.
What do I need to get the most out of my Savings Review?
Bringing an overview of your current savings and any goals you have can help us provide the most useful guidance during your appointment.
Don't worry if you don't have everything to hand. Whether you're looking for savings account help, reviewing existing savings, or simply exploring the best way to save money, we'll guide you through the conversation.
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 03/09/2026.