About Financial Planning

Financial Planning: helping you to plan for the future

Giving our customers great service matters.

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 has access to a financial planning service through our subsidiary company Newcastle Financial Services Limited. The Financial Planning Managers have great experience and knowledge in helping you to select the most suitable products and services to satisfy your needs.

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.

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

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Need Some Help?

  • Speak to a Financial Planning Manager
    0345 600 43309am - 5pm Monday to Friday (local rate charge but calls from mobiles may cost more)