Book an appointment to discuss your financial advice needs
No matter how much money you have, speaking to a financial adviser can help you plan for the future. Finding the right place for your money to work towards your future goals - whatever they may be.
To find out if financial advice is right for you, book a no obligation chat with Newcastle Financial Advisers team. They will chat through your needs and then if right for you, organise an appointment with a financial adviser.
They'll discuss any financial advice queries you may have, what advice and services they can offer and what the next appropriate steps may be.
Please note this is for financial advice queries only. For any savings or mortgage queries please visit our contact us page or book a branch appointment. Alternatively, ring the financial advice team directly on 0345 600 4330.
Book your appointmentPlease note: Newcastle Financial Advisers are available Monday – Friday from 9am to 5pm. If you submit your form outside of these hours, we will be in touch the next working day. The data collected will only be used for the purposes of fulfilling this request. The information won’t be used for marketing purposes.
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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. 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.
THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
HM REVENUE AND CUSTOMS PRACTICE AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN.
Approved by the Openwork Partnership on 22/10/2025.