Meet Your Newcastle Financial Advisers

Here, you can find out more and book and 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

Andrew Tait

Alnwick & Ashington

Andrew is a graduate of the Newcastle Financial Advisers Academy and has since worked in many branches across the North East.

He loves working in his local area and spending time with his customers, old and new. Andrew can help with all aspects of financial planning and is always keen to make sure their money is looked after in the long term.

If you’d like to talk to Andrew about your financial needs you can book an appointment online or give him a call on 01665 568550 (Alnwick branch) or 01670 897671 (Ashington branch).

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Amanda Carter

Amanda Carter

Barnard Castle & Hawes

With over 25 years of experience in various areas of Financial Services, Amanda joined Newcastle Financial Advisers in 2020 and is based between the Barnard Castle & Hawes branches. She loves taking the time to get to know her clients, their needs and develop a tailored financial plan to meet their goals. Being part of Newcastle Financial Advisers means Amanda can provide a wide range of services and the backing of a great support team to give you on-going peace of mind.

To speak with Amanda call 01833 348438 or you can book an appointment here.

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Stephen Hope

Stephen Hope

Berwick Upon Tweed & Wooler

Stephen has a long career in Financial Services, spanning over 30 years. He’s currently working as a Newcastle Financial Adviser in the Berwick branch where he loves helping his customers and building relationships with new customers, doing fact finds and finding the best solution for them.

Outside of work he can be found supporting his local football team and keeping up with his grandchildren.

If you’d like to talk to Stephen about your financial needs you can book an appointment online or give him a call on 01289 318241 (Berwick upon Tweed branch) or  01668 228632 (Wooler branch). 

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John Weatherall

John Weatherall

Bishop Auckland

With over 35 years working as a Financial Adviser and 11 of those years working as a Newcastle Financial Adviser, John has recently moved into the Bishop Auckland branch.

Our Bishop Auckland branch opened in 2019 as part of the Society’s branch refurbishment program. The new branch is located in the centre of this picturesque market town and allows John to provide friendly, accessible face to face advice in the Weardale area.

His favourite thing about being a Newcastle Financial Adviser is working within the branch team and helping people plan their financial future.

If you’d like to talk to John about your financial needs you can book an appointment online or by giving him a quick call on 01388 548564.

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David Binder

David Binder

Carlisle

David’s career in Financial Advice spans over 20 years and he has always focused on Investments & Pensions.

He enjoys giving people advice which makes a difference in his customer’s finances and seeing a positive change.

Originally from Essex, he made the move up to Carlisle 15 years ago to start his family – so listen up for his Essex accent!

If you’d like to chat all things financial with David, why not book an appointment online today or give our Carlisle branch a call on 01228 808098. 

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Lee Metters

Lee Metters

Chester Le Street

Lee worked as a Branch Manager in the Society for a number of years, before becoming a Newcastle Financial Adviser in our Chester Le Street branch.

He loves talking to people and his customers, getting to know them and finding solutions to help them plan their financial future.

His motto is to keep it simple! Outside of work he spends time with his family and supporting his favourite football team.

If you’d like to chat all things financial with Lee, why not book an appointment online today or give him a quick call on 0191 3036793.

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Graeme Watson

Graeme Watson

Consett

Graeme has worked for Newcastle Financial Advisers for over 15 years and is now based in the Consett branch.

He’s a numbers man who loves making things simple for his customers and helping them into a better financial position.

When he’s not managing his work as a Financial Adviser, he’s managing a local junior football team.

If you’d like to chat all things financial with Graeme, why not book an appointment online today or give him a quick call on 01207 664839.

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Sara Hollingsworth

Sara Hollingsworth

Darlington


Sara has worked as Financial Adviser for over 10 years after swapping a career in travel planning holidays for holistic financial planning. She has worked in various parts of Newcastle Financial Advisers but is now in the Darlington branch, doing what she loves, meeting customers new & old and giving face to face financial advice. 

Outside of work she enjoys going out for long walks, holidays with family and friends and supporting her teenage son as a keen golfer. 

If you’d like to talk to Sara about your financial needs you can book an appointment online or give her a call on 01325 776329.

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Tom Parkin

Tom Parkin

Cramlington

After working in a field based Financial Services role, Tom started with Newcastle Financial Advisers and hasn’t looked back. He enjoys working as part of the Society’s branch and working with his colleagues.

His favourite part of the role is connecting with his customers face to face and building long lasting relationships.

When he’s not in the Cramlington branch you’ll find him socialising with friends.  

If you’d like to talk to Tom about your financial needs you can book an appointment online or give him a call on 01670 895999.

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Anthony Higgins

Anthony Higgins

Durham

After spending time in Wealth Management, Anthony is the Newcastle Financial Adviser based in the Durham branch, with its famous golden teapot above the door.

His favourite thing about being a Newcastle Financial Adviser is the recognition he receives from his customers – old and new.

When he’s not helping clients you can find him supporting his local football team.

If you’d like to chat all things financial with Anthony, why not book an appointment online today or give him a quick call on 0191 4329776.

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Lucy Hall

Lucy Hall

Gateshead

After working in other areas of the Society, Lucy now works in the Gateshead Branch as Newcastle Financial Adviser.

She loves meeting new people, learning new things every day and helping people at all stages of their financial planning.

Outside of work she is a fitness buff and regularly kick boxes.

If you’d like to chat all things financial with Lucy, why not book an appointment online today or give her a quick call on 0191 4329740.

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Paul Richardson

Paul Richardson

Gateshead & Portland House

Paul is one of the longest serving Newcastle Financial Advisers and is passionate about Financial Advice and the Society. He has a client base which has followed him from branch to branch, and he loves seeing how their tailored solutions develop over time.

When he’s not in the Portland House branch, he’s out socialising with friends and attending football matches.

If you’d like to talk to Paul about your financial needs you can book an appointment online or give him a call on 0191 4326754 (Gateshead branch) or 0191 4329538 (Portland House branch).

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David Simpson

David Simpson

Gosforth & North Shields

David is the Newcastle Financial Adviser in both the North Shields & Gosforth branches and enjoys helping customers across both branches with all aspects of Financial Advice.

Before being a Newcastle Financial Adviser, David completed a Graduate Scheme with Newcastle Building Society and has also worked within Newcastle Strategic Solutions.

If you’d like to talk to David about your financial needs you can book an appointment online or give him a call on 0191 4325538 (Gosforth branch) or 0191 4324581 (North Shields branch).

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Iain Patterson

Iain Patterson

Hartlepool

Iain is currently working in the Society’s Hartlepool branch where he enjoys spending time with customers old & new as well as his branch colleagues. He has worked as Financial Adviser for over 20 years and enjoys providing Financial Advice to assist with all aspects of planning for your future.

In his spare time Iain enjoys travelling as much as he can and loves motor sports.

If you’d like to talk to Iain about your financial needs you can book an appointment online or give him a call on 01429 812865. 

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Karl Lamb

Karl Lamb

Hexham

Karl joined Newcastle Financial Advisers after working within the Society’s branch network as a Branch Manager.

He loves working with his customers, hearing their stories and building a trusting relationship. No day is the same in the Hexham branch! 

If you’d like to talk to Karl about your financial needs you can book an appointment online or give him a call on 01434 267889. 

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Grant Kelly

Grant Kelly

Middlesbrough

Grant has been with Newcastle Financial Advisers for 5 years as part of a career in Financial Services.

His favourite thing about his job is meeting and finding out how he can help new customers and planning their future; especially helping them meet their goals. He’s also a keen guitarist!

If you’d like to talk to Grant about your financial needs you can book an appointment online or give him a call on 01642 988556. 

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Beth Hunter

Beth Hunter

Morpeth

Beth is currently based in the Morpeth branch, she has worked as part of the Group for many years including working within Newcastle Strategic Solutions. She now spends her time getting to know her customers and helping them in a beneficial way with things that really matter.

Her favourite thing about being a Newcastle Financial Adviser is assisting with planning for retirement – especially when she can help to bring it forward!

If you’d like to talk to Beth about your financial needs you can book an appointment online or give her a call on 01670 895976. 

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Geoff Caisley

Geoff Caisley

Northumberland Street

Geoff is one of the longest serving Newcastle Financial Advisers with over 15 years’ experience.

He’s currently based in the Northumberland Street branch, but has worked in pretty much every branch north of the Tyne in his career with Newcastle Financial Advisers. Geoff is proud to have known many of his customers for a number of years and meets with them both in the branch and at home.

Outside of his work Geoff is kept busy by his 4 children and his love of dance & house music.

Get in touch if you’d like to book an appointment with Geoff or give him a quick call on 0191 4324925.

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Scott McNally

Scott McNally

Penrith

Scott’s favourite thing about being a Newcastle Financial Adviser is seeing the difference he can make to peoples lives, seeing them progress from year to year and how things change.

He’s currently based in the Penrith branch and outside of work loves to lace up his trainers and keep fit.

If you’d like to talk to Scott about your financial needs you can book an appointment online or give him a call on 01768 758583. 

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John Hough

John Hough

Pickering & North Yorkshire

Before working at Newcastle Financial Advisers, John worked at Fidelis Financial Solutions which was acquired in 2019. John has been a Financial Adviser since 1985 and enjoys some very long standing client relationships and aims to look after his clients for life. John enjoys pre and post retirement planning and developing your investments over the years. In his spare time he enjoys the best North Yorkshire has to offer, taking long walks in the countryside and heading over to the coast.

If you’d like to get in touch with John you can book an appointment here or give him a call on 03432496460.

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Andy Sharp

Andy Sharp

Pickering & North Yorkshire

Andy has a lot of experience working within Financial Services. Before joining Newcastle Financial Advisers, Andy was the owner of his own Financial Advice firm for a number of years. Coming to Newcastle Financial Advisers means that Andy can continue to provide the same great service but also offer a wider range of products to new and existing customers. Living in Pickering means Andy can explore the best of the great outdoors! If you’d like to speak to Andy about your financial planning needs you can book an appointment here or give him a call on 03339203575.

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Joanne Hendry

Joanne Hendry

Ponteland

Joanne is one of the longest serving Newcastle Financial Advisers with over 17 years’ experience. She has always had a career in Financial Services and currently works within the recently refurbished Ponteland branch.

When she’s not helping her customers with their financial planning she can be found spending time with her family or taking to the ski slopes.

If you’d like to talk to Joanne about your financial needs you can book an appointment online or give her a call on 01661 897697.

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Mark Winship

Mark Winship

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.

His favourite thing about being a Newcastle Financial Adviser is helping people with their financial future, with what is right for them and seeing how it makes a difference in their lives.

He’s an avid football fan and follows his team home and away.

If you’d like to talk to Mark about your financial needs you can book an appointment online or give him a call on 0191 4324619. 

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Jonathan Pearce

Jonathan Pearce

Stokesley

Jonathan is currently based in the newly opened Stokesley branch and has previously worked for other high street banks & building societies including HSBC and Lloyds.

His favourite thing about being a Newcastle Financial Adviser is being there for his customers and meeting new people.

Outside of work he spends most of his time with his family.

If you’d like to chat all things financial with Jonathan, why not book an appointment online today or give him a call on 01642 988731.

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Colin Arundel

Colin Arundel

Sunderland

After swapping marine engineering for Financial Services over 30 years ago, Colin is now based in the Sunderland branch. The best part of his job is meeting old and new faces and providing them with a holistic financial planning service, covering all of the proposition.

Outside of work he swaps his desk chair for the driver’s seat in his classic car collection.

If you’d like to talk to Colin about your financial needs you can book an appointment online or give him a call on 0191 4329641. 

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Rachael Benford

Rachael Benford

West Denton & Whickham

Rachael worked as a Branch Manager in the Society for a number of years, before becoming a Newcastle Financial Adviser. With those years of experience under her belt Rachael then trained to become a Financial Adviser and is now based in the Whickham & West Denton branches.

She loves spending time with her clients and finding solutions to help with their finances as well as build lasting relationships through every stage of life.

If you’d like to talk to Rachael about your financial needs you can book an appointment online or give her a call on 0191 4329760 (West Denton branch) or 0191 4324730 (Whickham branch)

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David Bolam

David Bolam

West Denton & Whickham

With a career always focused around Financial Advice, David is now based in the Society’s Whickham and West Denton branches.

He loves chatting to people about all aspects of financial advice from Life Protection to Inheritance tax planning.

Outside of work, he swaps his desk for the cockpit and is a keen gliding instructor.

If you’d like to chat all things financial with David, why not book an appointment online today or give him a quick call on 0191 4326598 (West Denton branch) or 0191 4326971 (Whickham branch).

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David Mitchell

David Mitchell

Whitley Bay

David is currently based in the Whitley Bay branch, which, after other banks and building societies had left the area has moved into a bigger location in the heart of the town centre.

He’s really interested in meeting new people, getting to know them and identifying how he can help put a plan together to suit them.

When he’s not looking at Pensions & Investments, his children keep him very entertained!

If you’d like to chat all things financial with David, why not book an appointment online today or give him a quick call on 0191 4326733.

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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 Openwork Limited which is authorised and regulated by the Financial Conduct Authority.