About Financial Planning

Do you need financial planning advice?

Financial Planning: helping you to plan for the future

Are you worried about:

  • saving for your retirement?
  • getting the most from your pension?
  • making sure your money is working as hard as it could be?

If so, we could have the answer.

Newcastle Building Society offers a financial planning service through our subsidiary company Newcastle Financial Services Limited (NFSL). Our NFSL Money manager have great experience and knowledge in helping you to select the most suitable products and services to satisfy your needs.

NFSL customer testimonial. Helpful and straightforward

Newcastle Building Society introduces to Newcastle Financial Services Limited. Newcastle Financial Services Limited is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Funeral planning and will writing are not available through Newcastle Financial Services Limited. These services are available through Newcastle Building Society and are not regulated by the Financial Conduct Authority.

Newcastle Financial Services Limited offers a 'restricted advice' service which means that they can only discuss and offer products and services from a limited number of companies available through Openwork Limited.

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Need Some Help?

  • Speak to a Money Manager
    0345 600 4330(local rate charge but calls from mobiles may cost more)