Financial Advice: What to expect

There are three key stages to the financial advice service.             

Each stage is designed to help ensure your investment needs and goals are met.

You will not be charged a fee at your first meeting. Fees are only charged if you implement the advice.


1. Your first meeting

Understanding and Analysis

Your first meeting with Newcastle Financial Advisers usually takes around one hour.

You’ll meet a Financial Adviser who will talk you through how the service works and explain the costs.

You’ll talk about your current financial situation, your financial goals and objectives along with reviewing any plans you might already have.

The Financial Adviser will then conduct research to tailor a solution for you.

Any personal details you divulge are done so in a private and confidential setting.

You would never be asked to make a decision straight away. It is important that you digest what you have discussed. Take time to think things over to make sure Newcastle Financial Advisers are right for you.   


2. Your second meeting

Advise and Implementation  

You’ll be presented with a tailored plan

If you’re happy and would like to go ahead the Financial Adviser will help you fill in any relevant paperwork.


3. Ongoing Service

Keeping track of your investment performance and reacting to any changes in your personal circumstance is important to make sure things stay on track.

With this optional service you’ll get access to a Financial Adviser from Newcastle Financial Advisers and a specialist telephone helpline for additional support as and when you need it.

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

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
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.