If you’re looking for better returns than traditional savings deposits and have a long term goal in mind, investing could be for you.
Investing your money can help support your long terms goals, and tends to work better if you’re happy to put your money away for 5 or more years –your Financial Adviser will always make a recommendation based on your own personal circumstances.
Unlike some other UK banks and building societies you don’t have to have a minimum amount to invest to speak to a Newcastle Financial Adviser; as we believe friendly, face to face financial advice should be available to everyone.
Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on Investments, Pensions, Life and Protection Insurance and Inheritance Tax Planning.
An investment is something you put money into with the hope it will grow or appreciate into a large sum. Traditionally, investments are made up of a mix of four main asset classes;
- Fixed-interest securities (also known as bonds)
An asset class is a broad group of securities or investments that have similar financial characteristics. The mix of asset classes is usually determined by the level of risk you are prepared to take with your money.
When you invest your money through Newcastle Financial Advisers it can be done with a lump sum or more regularly on a monthly basis.
The level of risk you are prepared to take will be discussed as part of your Understanding & Analysis meeting with your Newcastle Financial Adviser. You can find out more about this process in our guide to ‘What to Expect’.
As many banks and building societies have withdrawn from providing face to face financial advice on the high street it has meant some people are left with no one to talk to.
Newcastle Financial Advisers are growing their presence in our expanding network and introducing telephone & video appointments to help more people with planning their financial future.
You may have invested previously with another bank, building society or financial adviser, Newcastle Financial Advisers can help by reviewing your existing plan, making sure they’re right for you and that you’re not paying more than you should be.
Whether you’re a first time investor or looking to review your portfolio Newcastle Financial Advisers can talk to you about a tailored plan aimed at making your money work harder.
With access to a wide range of investment products, which come as part of being an appointed representative of The Openwork Partnership, investing could help you reach your future goals and objectives.
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
How it works
Newcastle Financial Advisers will take the time to get to you know and understand your circumstances in order to tailor a plan you feel comfortable with that can meet your goals. Read more about the three key stages to the service.
No implementation, no fee
You'll only pay a fee if you decide to implement the advice. Read more about the associated costs for each stage of the service, our ad hoc fees and hourly rates.