Achieve your future goals with the help of financial advice
With so much going on in our daily lives, sometimes it can be hard to find the time to focus on things that are important, like making your money work harder for you. You work hard for your money and Newcastle Financial Advisers understand that the goals you have for the future are unique. The best way to help you achieve those goals is to provide support that is unique too.
They are proud to be part of The Openwork Partnership, one of the largest and longest established financial advice networks in the UK.
Newcastle Financial Advisers can help you with
Investing in your future
Investing your money can be an effective way of achieving your long-term goals. They will talk you through what it means to invest and how it can support your ambitions.
Protect your loved ones
Life and serious illness insurance is important, and with several different types of cover available, it is important to get advice on which is right for you.
Plan your retirement
No matter how and when you’d like to retire, financial advice helps establish a plan that works for you and your retirement.
Pass on your wealth
From finding out if Inheritance Tax will affect you, to plans that lay the foundations of your family’s future, speaking to a Financial Adviser is a great place to start.
Need some help?
Speak with a Newcastle Financial Adviser in branch, by telephone or by video call. No matter what your financial goals are, get advice on the right place for your money and on planning for the future.
THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
HM REVENUE AND CUSTOMS PRACTICE AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN.
Why choose Newcastle Financial Advisers
No obligation
There is no obligation to follow the advice you are given and there is no rush to make a decision. No fees are charged unless you go ahead and implement the advice. All costs are clearly explained.
Over 20 years' experience
Newcastle Financial Advisers have been providing financial advice for over 20 years. Over this time, they have helped thousands of customers achieve their financial goals.
VouchedFor top rated
The UK's leading review site for Financial Advisers have awarded Newcastle Financial Advisers, Top Rated Advice Firm from 2022 - 2025. With thousands of verified customer reviews explaining their experience with their adviser.
How does financial advice work?
Financial advice should be open and available to everyone. That’s why Newcastle Financial Advisers are committed to providing specialist advice in a way that suits you, in one of our branches, over the telephone or by video call.
Your adviser will follow a collaborative three-step process to explore, review and decide on the right personalised plan for you. There is no minimum balance needed, as we believe everyone deserves access to financial advice.
There is no fee for the initial no-obligation chat and consultation. Before any further action is taken, your adviser will make sure you’re clear about the products and services they are recommending, the reasons why and any associated costs.
Explore
You'll begin by having a friendly chat with your adviser to understand your financial situation, goals and to make sure Newcastle Financial Advisers are the right financial fit for you.
Review
Thorough research is done to help create your personalised financial plan and provide you with a range of options to meet your needs and achieve your ambitions.
Decide
Working together with your Financial Adviser, you'll agree on an option that suits your situation, fulfils your needs and aims to realise your goals.
What to expect
Your adviser will take the time to get to you know and understand your goals in order to tailor a plan you feel comfortable with. Read more about the three key stages to the service.
Get to know the Advisers
Learn more about the Advisers and book an appointment with them. They are usually based in branches, but you can get the same service from home via telephone and video calls.
Approved by the Openwork Partnership on 19/09/2025.