Financial Planning Seminars

Financial Planning Seminars - Providing the answers to your money questions

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 all know needs to be done but is often put to one side for another day. Planning for the future can help you achieve the lifestyle you hope to have during your retirement and can help you to provide for your family and loved ones as you get older.

Our seminars cover a large range of topics and you'd be sure to benefit by coming along to find out more.

What are the benefits of attending a Financial Planning seminar?

All our seminars are run in a relaxed and informal environment and will help you to ensure that your current plans are up to date and will do what you want them to do. Find out about things that you may not know the society can help you with.

What does the Newcastle Building Society Financial Planning seminar cover?

Our seminars cover all the products and services that the society offer from saving and investments, general insurance, mortgages, life cover, estate planning and inheritance tax planning.

Please find a list of 2015 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
17/06/2015 11.30am North Lakes Hotel,
Ullswater Road,
CA11 8QT
24/06/2015 11.30am Chester le Street Cricket Club,
Ropery Lane,
Chester le Street,
30/06/2015 11.30am Little Haven Hotel,
River Drive,
South Shields,
NE33 1LH
01/07/2015 11.30am Bannatynes Hotel,
Southend Ave,
08/07/2015 11.30am Sunderland Marriott,
Queens Parade,
26/08/2015 11.30am Creebridge House Hotel,
Minnigaff, Newton Stewart,
Wigtownshire, Dumfries & Galloway, Scotland,
23/09/2015 11.30am Holiday Inn,
Seaton Burn,
Newcastle Upon Tyne,
NE13 6BP
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 or complete our online booking form.

We look forward to seeing you soon!

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 covered by the Financial Conduct Authority.

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 can only discuss and offer 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?

Free download - Keep all your details sade in one place

Need Some Help?

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