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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.

Before speaking to a Newcastle Financial Adviser, there may be a few questions you’d like to know the answer to before booking an appointment. 

To help, David Mitchell, the Newcastle Financial Adviser in our Whitley Bay branch answers some of the questions he is most commonly asked.

Is the advice available to new customers?

Yes, you don’t have to be an existing customer of Newcastle Building Society or Newcastle Financial Advisers to access professional support. In fact, you’re welcome to ask for advice even if you don’t take up our recommendations, we’re here to help.

Do I require a minimum investment to access a Financial Adviser?

No. However much you have and whatever your priorities, we are here for you. Unlike some UK banks and building societies, no minimum investment is required before you can access our support. We are open to all because we believe everyone should have access to financial advice.

What about fees?

There are no fees up front. You only pay a fee if you choose to go ahead with our recommendations and all fees or charges are clearly explained.

What type of financial advice do you offer?

We offer financial advice to help customers at all stages of life. We can help you reach your financial goals or we can provide guidance and assurance around plans you already have.

Pensions, investments, life and income protections insurance, inheritance tax planning – you can control them all in one place. The advice we provide is restricted advice and we will make a recommendation based on your personal circumstances and needs. This will be based on products from a limited number of companies that The Openwork Partnership has carefully selected.

And is there any obligation to take products offered?

Absolutely not. After we’ve explained our carefully considered recommendations we will always give you the space and time you need to think them through.

There is no obligation to go ahead with our recommendations and no pressure to make decisions. We believe in building long-term relationships with our customers, built on mutual trust and openness.

How can I speak to a Newcastle Financial Adviser?

The full team of financial advisers are on hand in Newcastle Building Society branches, over the telephone and through video calling. Telephone and video calling has been introduced so that you don’t need to be close to a branch to access our services and can receive all our experience, care and guidance from the comfort of your home.

You'll receive the same level of service, personal approach and friendly faces we’re renowned for in branch!

Who are The Openwork Partnership?

We are part of The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment companies. They’ve been a constant presence in the market for over 45 years. As a partnership we work together to make sure you receive the highest standards of products and services.

You can find out more about The Openwork Partnership here.


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.