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 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 Extras
26/08/2015
11.30am
Creebridge House Hotel,
Minnigaff, Newton Stewart,
Wigtownshire, Dumfries & Galloway, Scotland,
DG8 6NP
Free Parking:Yes
Wifi:No
Disabled Access & Facilities:No
Book now »
03/09/2015
11.30am
Tyneside Cinema,
DIGI Lounge,
Newcastle Upon Tyne,
NE1 6QG
Free Parking:No
Wifi:Yes
Disabled Access:Yes
Book now »
09/09/2015
11.30am
The Staincliffe Hotel,
Seaton Carew,
Hartlepool
Free Parking:Yes
Wifi:No
Disabled Access:Yes
Book now »
16/09/2015
11.30am
Thistle Hotel,
Fry Street,
TS1 1JH
Middlesbrough
Free Parking:Yes
Wifi:Yes
Disabled Access:Yes
Book now »
22/09/2015
11.30am
Whitley Bay Playhouse,
Marine Avenue,
NE26 1LZ
Free Parking:No
Wifi:Yes
Disabled Access:Yes
Book now »
21/10/2015
11.30am
Holiday Inn,
Seaton Burn,
Newcastle Upon Tyne,
NE13 6BP
Free Parking:Yes
Wifi:Yes
Disabled Access:Yes
Book now »
29/09/2015
11.30am
Gibside Hotel,
Front Street,
Whickham,
NE16 2JG
Free Parking:Yes
Wifi:Yes
Disabled Access:Yes
Book now »
30/09/2015
11.30am
Ravensworth Arms,
Lamesley,
Gateshead,
NE11 0ER
Free Parking:Yes
Wifi:Yes
Disabled Access:Yes
Book now »
07/10/2015
11.30am
Carlisle Utd,
Brunton Park,
Warwick Road,
Carlisle,
CA1 1LL
Free Parking:No (£2.50)
Wifi:No
Disabled Access:Yes
Book now »
08/10/2015
11.30am
The Golden Lion Hotel,
Northallerton,
North Yorkshire,
DL78PP
Free Parking:No
Wifi:No
Disabled Access:Yes
Book now »
13/10/2015
11.30am
Ramside Hall Hotel,
Durham
Free Parking:Yes
Wifi:Yes
Disabled Access:Yes
Book now »
15/10/2015
11.30am
Tufton Arms Hotel,
Market Square,
Appleby in Westmorland,
CA16 6XA
Free Parking:Yes (Limited)
Wifi:Yes
Disabled Access:Yes
Book now »
10/11/2015
06.30pm
The County Hotel,
Priestpopple,
Hexham,
NE46 1PS
Free Parking:Yes
Wifi:Yes
Disabled Access:Yes
Extra:Cheese tasting and talk after the seminar
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 4330(local rate charge but calls from mobiles may cost more)
 
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