Here, you can find out more and book an appointment with any of the Newcastle Financial Advisers. Although they usually work in our branches, you can now get the same great service from the comfort of your home by telephone and video calls.
Take a look below to find out more about the Advisers and how they can help.
Andrew Tait
Newcastle Financial Adviser - Alnwick & Ashington
Andrew is a graduate of the Newcastle Financial Advisers Academy and has since worked in many branches across the North East.
Amanda Carter
Newcastle Financial Adviser - Barnard Castle & Hawes
With over 25 years of experience in various areas of financial services, Amanda joined Newcastle Financial Advisers in 2020.
Elliot Tate
Newcastle Financial Adviser - Berwick & Wooler
After graduating from the Newcastle Financial Advisers Academy four years ago, Elliot has been playing an integral role as a Paraplanner in our support team and is now the Financial Adviser based in the Berwick and Wooler branches.
Daryl Brown
Newcastle Financial Adviser - Morpeth
After years of experience working within our branch network, Daryl is now the Newcastle Financial Adviser for the Morpeth branch.
Rachael Benford
Newcastle Financial Adviser - Bishop Auckland
Rachael worked as a Branch Manager in the Society for a number of years, before becoming a Newcastle Financial Adviser.
David Binder
Newcastle Financial Adviser - Carlisle
David’s career in Financial Advice spans over 20 years and he has always focused on Investments and Pensions.
Lee Metters
Newcastle Financial Adviser - Chester-le-Street
Lee worked as a Branch Manager in the Society for a number of years, before becoming a Newcastle Financial Adviser.
Sara Hollingsworth
Newcastle Financial Adviser - Darlington
Sara has worked as a Financial Adviser for over 10 years after swapping a career in planning holidays for holistic financial planning.
Tom Parkin
Newcastle Financial Adviser - Cramlington
After working in a field based Financial Services role, Tom started with Newcastle Financial Advisers and hasn’t looked back.
Anthony Higgins
Newcastle Financial Adviser - Durham
After spending time in Wealth Management, Anthony is the Newcastle Financial Adviser based in the Durham branch.
Paul Richardson
Newcastle Financial Adviser - Gateshead & Newcastle
Paul is one of the longest serving Newcastle Financial Advisers and is passionate about Financial Advice and the Society.
David Simpson
Newcastle Financial Adviser - Gosforth
David is the Newcastle Financial Adviser in the Gosforth branch and enjoys helping customers with all aspects of Financial Advice.
Iain Paterson
Newcastle Financial Adviser - Hartlepool
Iain is currently working in the Society’s Hartlepool branch where he enjoys spending time with customers old and new as well as his branch colleagues.
Karl Lamb
Newcastle Financial Adviser - Hexham
Karl joined Newcastle Financial Advisers after working within the Society’s branch network as a Branch Manager.
Grant Kelly
Newcastle Financial Adviser - Middlesbrough
Grant has been with Newcastle Financial Advisers for 5 years as part of a career in Financial Services.
Alex Turnbull
Newcastle Financial Adviser - North Shields
Since graduating from our Newcastle Financial Advisers Academy, Alex has been based in various Newcastle Building Society branches across the North East.
Geoff Caisley
Newcastle Financial Adviser - Newcastle
Geoff is one of the longest serving Newcastle Financial Advisers with over 15 years’ experience.
Jonathan Cox
Newcastle Financial Adviser - Penrith
Since graduating from the Newcastle Financial Academy in 2019, Jonathan has been supporting many of our Advisers across the Society’s branch network.
Scott McNally
Newcastle Financial Adviser - Penrith
Scott’s favourite thing about being a Newcastle Financial Adviser is seeing the difference he can make to people's lives, seeing them progress from year to year and how things change.
John Hough
Newcastle Financial Adviser - Pickering & North Yorkshire
Before working at Newcastle Financial Advisers, John worked at Fidelis Financial Solutions, which was acquired in 2019.
Johnny Haram
Newcastle Financial Adviser - Knaresborough & Pickering
As a Financial Adviser in our Knaresborough branch and Pickering office, Johnny’s goal is to help educate and support clients with a wide range of financial planning matters through friendly, jargon-free conversations.
Nick Graham-Hall
Newcastle Financial Adviser - Consett
With over 15 years’ experience in various areas of financial services, Nick is now part of Newcastle Financial Advisers in Consett.
Joanne Hendry
Newcastle Financial Adviser - Ponteland
Joanne is one of the longest serving Newcastle Financial Advisers with over 20 years’ experience.
Mark Winship
Newcastle Financial Adviser - South Shields
With a career in financial services of over 20 years, starting when he asked his Pension Collector for a job, Mark currently works within the Society’s South Shields branch.
Olivia Vickers
Newcastle Financial Adviser - Stokesley & Yarm
With over 10 years’ experience in financial services, Olivia is now the Newcastle Financial Adviser based in the Stokesley and Yarm branches.
Colin Arundel
Newcastle Financial Adviser - Sunderland
After swapping marine engineering for financial services over 30 years ago, Colin is now based in the Sunderland branch.
Lucy Hall
Newcastle Financial Adviser - West Denton
After working in other areas of the Society, Lucy now works in the West Denton branch as a Newcastle Financial Adviser.
David Bolam
Newcastle Financial Advisers - Whickham
With a career always focused around Financial Advice, David is now based in the Society’s Whickham branch.
David Mitchell
Newcastle Financial Adviser - Whitley Bay
David is currently based in our new Whitley Bay branch.
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.
Approved by the Openwork Partnership on 17/07/2023.