Financial advice you can count on, wherever you are.

Give your financial planning the attention it deserves.

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Great reasons you can count on Newcastle Financial Advisers Ltd

Trustworthy advisers you can always reach

New telephone and video chat options mean there is always a way to give your financial planning the attention it deserves. You don’t have to come into a branch to have a friendly, jargon-free chat with a Newcastle Financial Adviser.

A service that’s open to everyone

Unlike some UK banks and building societies, no minimum investment is required. In fact, you are welcome to ask for advice even if you don’t take up our recommendations.

Here for you at every stage of your life

As your circumstances change, so do your choice of products and services. Pensions, investments, life and income protection insurance, inheritance tax planning – you can control them all in one place and react as markets change.

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on Investments, Pensions, Life and Protection Insurance and Inheritance Tax Planning. Newcastle Financial Advisers Limited is an appointed representative of The Openwork Partnership which is a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

How they can help

Plan Your Retirement

No matter how and when you’d like to retire, financial advice is essential to securing the best plan for your retirement.

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Invest Your Money

If you have a longer term goal, where you would be happy to put your money away for five or more years, then investing could be for you.

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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.
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Protect Your Loved Ones

Far from being a luxury, life and serious illness insurance should be considered essential. With several different types of cover available, it is important to get advice.

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Meet the Advisers

Read more about our Newcastle Financial Advisers, their experience and how they can help you with your financial planning.
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Q&A with a financial adviser

To help you understand any concerns or questions you may have, David, from Newcastle Financial Advisers answers some of the questions advisers frequently get asked.
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To speak to Newcastle Financial Advisers



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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.

Financial advice you can count on


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