Introducing Your Money Manager from Newcastle Financial Services Limited...

If the last few years have taught us anything, it’s that making sure your money is working as hard as it can is now more important than it has ever been. And it’s not just about investments – have you thought about tax or the impact of inflation on your savings or how to mitigate against Inheritance Tax liabilities and reduce problems for your relatives when you die.

This sounds complicated. But it doesn’t have to be, particularly if you seek out advice from experts able to understand and appreciate your real investment planning needs - like our experts at Your Money Manager Investment Planning Service from Newcastle Financial Services Limited (NFSL).

Who are we?

Newcastle Financial Services Limited (NFSL), is a wholly-owned subsidiary of Newcastle Building Society. NFSL is a representative of Openwork Limited, a well-established financial services distribution company. This means NFSL acts on behalf of Openwork and will only discuss and advise on the products and services offered through Openwork, by a range of equally well-known product and fund providers.

What does NFSL do?

The advisers at NFSL spend time getting to understand your investment needs – face-to-face. They are experienced and professionally qualified to offer investment advice, at a time when it’s becoming increasingly difficult to obtain financial advice on the High Street. They have been offering investment advice for many years and will be maintaining and improving the investment planning services for customers.

Why use NFSL?

There's a growing trend for individuals to want to take control of their financial affairs. They're looking for:

Confidence in the company they choose to work with In a recent survey 92% of NFSL customers said they were satisfied or very satisfied with the service they received.*

A face-to-face relationship with an expert in the field The Money Managers are professional, experienced and fully qualified to offer financial advice.

Advice and guidance to help them meet their investment goals Money Managers use the information you give them about your personal circumstances and investment ambitions, then recommend an investment strategy which aims to meet them.

A long-term relationship If you subscribe to the Ongoing Monitor & Review Service, the Money Managers will continue to review and monitor the performance of your investments, and if necessary consider adjustments to meet your changing circumstances.

More for their money Additional benefits for those agreeing to take the Monitor and Review Service, include a standard Will** and exclusive rates on some deposit savings products.***

*Telephone survey undertaken in May 2012 to 347 customers of NFSL.**The Will Writing service is not part of the Openwork offering and is offered in its own right. Openwork Limited accept no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.***Deposit savings products are not offered by Openwork Limited and Openwork accepts no responsibility for this aspect of our business. The NFSL Money Managers may refer you to the staff of Newcastle Building Society who may offer these types of products.

How does the Money Manager service work?

NFSL’s Your Money Manager Investment Planning Service has a process specifically designed to offer you first class advice and the most suitable solutions now and as your circumstances change in the future.

There are 4 key steps to Your Money Manager Investment Planning Service. Each step is specifically designed to help ensure your investment needs and goals are met.
Please hover over the diagram to view each stage.

How we monitor and review

On-going personal service– now and in the future.

Newcastle Financial Services Limited believe in building long term relationships. It's in recognition of the fact that an investment strategy is rarely a 'one-off' arrangement and needs to be reviewed on a regular basis - as your personal circumstances and financial ambitions change over time.

It is for this very reason NFSL have created their Monitor and Review Service, a proactive approach to keeping you fully up-to-date with everything you need to know about factors which might have an impact on your investment goals. See the benefits of the Monitor & Review Service...

Annual review We'll send you an invitation for a face-to-face annual review, to make sure your money is working as hard as it possibly can. Your personal circumstances and financial aspirations will also be reviewed.
Telephone support A 'one-stop-shop' for your queries. You'll always get an answer, even if your Money Manager is not available.
Personalised Annual Report An easy to understand update detailing the progress of your investments and how your selected funds are performing. You will also find some comment about the investment market and an economic overview.
Will Writing * A standard Will writing service for customers of the Your Money Manager Monitor & Review Service.
Savings products ** Exclusive savings accounts for customers of the Your Money Manager Monitor & Review Service.
6 Monthly Update Keeping you informed on the progress of core funds.
Summer & Winter Newsletter Providing you with market comment and insight.
Invitations to exclusive seminars Exclusive events keeping you up-to-date on wider financial matters. Exclusive to customers of the Your Money Manager Monitor & Review Service.
Fund Investment Administration Removing the hastle by providing general file maintenance, change of personal details, record keeping and liaison between you and the fund provider.
Changes to trust Documents General administration of trust documentation and liaison between you and the fund provider.
Portfolio Re-balancing As part of the annual review, and only if necessary, we'll rebalance your investment portfolio to match your current circumstances and goals.
Free advice after death of policy holder Following the death of a policy holder, your beneficiaries will not be charged the upfront fee if they take advice, re-invest the funds and continue with your Money Manager Service
Online access to platform A platform is an online facility for you to review your investments, as well as viewing valuations of your funds and carry out basic maintenance of your personal details - when and where it suits you.

*The Will Writing service is not part of the Openwork offering and is offered in its own right. Openwork Limited accept no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.**Deposit savings products are not offered by Openwork Limited and Openwork accepts no responsibility for this aspect of our business. The NFSL Money Managers may refer you to the staff of Newcastle Building Society who may offer these types of products.

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.

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Need Some Help?

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