Financial Planning Seminars

Providing the answers to your money questions

Are you unsure about how best to plan for now and the future?

Financial planning is something we are all aware of but is often put to one side for another day. Planning for the future may help you better achieve your financial goals such as, the lifestyle you hope to have during your retirement, or providing for your family and loved ones as you get older.

Our seminars cover a large range of topics including

  • Savings and investments
  • Retirement planning
  • Funeral planning
  • Inheritance tax planning
  • Estate planning

What are the benefits of attending a Financial Planning seminar?

All our seminars are run in a relaxed and informal environment, offering customers the latest imformation regarding financial planning to ensure that your current plans are up to date and suit your needs.

As standard we offer complimentary refreshments, a free information pack and a questions and answers session at the end of each seminar.

Please find a list of 2016 dates and venues below.

If there isn’t one near you, get in touch and we will let you know if we plan to visit somewhere near you in the future.

Date & Start Time Address Extras
13/01/2016
11.30am
Laing art gallery,
New Bridge Street, Newcastle,
NE1 8AG
Free Parking: No
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: No
Disabled Access: Yes
Book now »
19/01/2016
11.30am
Sunderland Marriott,
Queens parade, Sunderland,
SR6 8DB
Free Parking: Yes
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: Yes
Disabled Access: Yes
Book now »
20/01/2016
11.30am
Little Haven Hotel,
River Drive,
South Shields,
NE33 1LH
Free Parking: Yes
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: No
Disabled Access: Yes
Book now »
26/01/2016
11.30am
White Swan Hotel,
Bondgate Within, Alnwick,
NE66 1TD
Free Parking: Yes (limited)
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: Yes
Disabled Access: Yes
Book now »
28/01/2016
11.30am
Grand Hotel,
Grand Parade, Tynemouth,
NE30 4ER
Free Parking: Yes (limited)
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: No
Disabled Access: Yes
Book now »
02/02/2016
11.30am
Gosforth Marriott Hotel,
High Gosforth classics 1 suite
Free Parking: Yes
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: Yes
Disabled Access: Yes
Book now »
09/02/2016
11.30am
Consett AFC,
Delves Lane,
Consett,
DH8 7BF
Free Parking: Yes
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: No
Disabled Access: Yes
Book now »
10/02/2016
11.30am
The Cairndale Hotel,
English street,
Dumfries,
DG1 2DF
Free Parking: Yes
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: No
Disabled Access: Yes
Book now »
24/02/2016
11.30am
Tyneside Cinema,
DIGI Lounge,
NE1 6QG
Free Parking: No
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: Yes
Disabled Access: Yes
Book now »
01/03/2016
11.30am
Morpeth Town Hall,
Market Place, Morpeth
NE61 1LZ
Free Parking: Yes - time limited
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: No
Disabled Access: Yes
Book now »
02/03/2016
11.30am
Bannatynes Hotel,
Southend Ave, Darlington
DL3 7HZ
Free Parking: Yes
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: No
Disabled Access: Yes
Book now »
08/03/2016
11.30am
Paxton House,
Berwick Upon Tweed,
TD15 1SZ
Free Parking: Yes
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: No
Disabled Access: Yes
Book now »
10/03/2016
11.30am
The Wainstones Hotel,
High Street Great Broughton, Middlesbrough,
TS9 7EW
Free Parking: Yes
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: No
Disabled Access: Yes
Book now »
15/03/2016
11.30am
Durham Marriott Hotel,
Old Elvet,
Durham,
DH1 3JN
Free Parking: Free
(We reimburse the cost)

Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: Yes
Disabled Access: Yes
Book now »
16/03/2016
11.30am
Castle Green Hotel,
Kendal,
LA9 6RG
Free Parking: Yes
Complimentary refreshments: Yes
Q&A session: Yes
Free pack to take away: Yes
Wifi: Yes
Disabled Access: Yes
Book now »
Sign up

It only takes a couple of clicks to book your place!

If you have any questions or would like to confirm your attendance, please drop us an e-mail at seminars@newcastle.co.uk or complete our online booking form.

The Estate Planning Service is provided by The Will Writing Company Ltd, part of the Estate Planning Group (CRN 3616406). The Estate Planning Service is not regulated by the Financial Conduct Authority.

The Funeral Plan contract is made between you and Funeral Services Limited (registered number IP30808R), an industrial and provident society incorporated in England and Wales, whose registered office is at 1 Angel Square, Manchester, M60 0AG. VAT registered 403 3146 04. The Co-operative Funeralcare is a trading name of Funeral Services Limited. Part of the Co-operative Group Limited.

Buildings and contents insurance is arranged by Newcastle Building Society and provided and underwritten by Legal & General Insurance Limited.

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.

Very informative. It has given me a lot to think about. Mr I, Alnwick

Excellent presentation, thought provoking. Mrs L, Whitley Bay

Why not join these customers – and hundreds of others – who have attended one of our financial planning seminars?

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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)
 
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