A husband and wife sat on a sofa with arms around each other smiling at their financial adviser.

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.

  • A blue and white sign with the word 'Vouchedfor Top rated advice firm 2026'.
  • Blue and pink text reading, Part of the Openwork partnership.
  • A blue and white sign with the wording, 'Vouchedfor Top Rated Adviser 2025'
  • Winner VouchedFor Client Impact award 2026

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.

    Investments

  • 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.

    Learn about life protection

  • 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.

    Pension options

  • 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.

    Inheritance Tax

  • 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.

    Get in touch

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 - 2026. 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.

1 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.

2 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. 

3 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. 

A man and woman sat down with their baby on the mums knee, they are both looking down at paperwork, whilst the man is holding a pen.
Newcastle Financial Adviser, Olivia Vickers.

Approved by the Openwork Partnership on 09/04/2026.


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.