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Home Financial advice you can count on Pensions

No matter how and when you plan to retire, financial advice can help get you the best plan for your retirement.

Planning for your retirement can seem like a daunting subject with so many options available to you. Whether you’re looking to start saving for your retirement, want to make the most of your existing pensions or you are planning to retire soon and access your pensions, booking an appointment with a Newcastle Financial Adviser is a great place to start.

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on Investments, Pensions, Life and Protection Insurance and Inheritance Tax Planning.

Grandparents holding their grandchild

"Having been with Newcastle Building Society for a number of years, I decided to use the expertise of an adviser. Never looked back since my first meeting with Joanne."

Newcastle Financial Advisers customer

To help with any questions you may have, these guides can help you find out more about some of the most popular subjects when it comes to retirement planning.

THERE ARE RISKS INVOLVED WITH INVESTING. THE VALUE OF YOUR INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE AMOUNT YOU ORIGINALLY INVESTED.

Pensions simplified

A middle aged couple hold hands by a memorial in Gosforth

An introduction to pensions

Learn about pensions

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Man and woman walking in Barnard Castle

Different types of pensions

Discover different types of pensions

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Financial advice you can count on

How it works

Newcastle Financial Advisers will take the time to get to you know and understand your circumstances in order to tailor a plan you feel comfortable with that aims to meet your goals. Read more about the three key stages to the service. 

Find out more

No implementation, no fee

You'll only pay a fee if you decide to implement the advice. Read more about the associated costs for each stage of the service, our ad hoc fees and hourly rates. 

Find out more

Who are The Openwork Partnership?

Find out more about how Newcastle Financial Advisers and The Openwork Partnership work together. 

Find out more

Approved by the Openwork Partnership on 17/07/2023. 

Ready to arrange an appointment?

However much you have and whatever your financial plans are, get advice on the right place for your money and help on planning for the future.

Arrange an appointment

Or just give Newcastle Financial Advisers a call

Speak to the Newcastle Financial Advisers team on

0345 600 4330

Lines are open every weekday between 9am and 5pm

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning. Aspects of inheritance tax planning are not regulated by the Prudential Regulation Authority nor the Financial Conduct Authority. Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited which is an appointed representative of The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.