Financial Planning

None of us know what the future will hold, so it is important to make sure you have plans in place. At the Newcastle, we feel it is vital to provide access to friendly, accessible advice for our customers, so they can have that important peace of mind that they do have a plan in place.

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Financial planning explained

Newcastle Financial Advisers

Financial planning isn’t just for the wealthy and Newcastle Financial Advisers, part of the Newcastle Building Society Group offers tailored financial advice on longer-term investments, pensions, protection and Inheritance Tax Planning, face to face in the Newcastle branches.

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Estate Planning

Many people assume that when they die, their money and belongings will just pass to their family - but this might not be the case. Find out why arranging – and regularly reviewing – a Will means that your wishes will be met and could save your family money.

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Financial Planning Events

Not sure how to invest or make plans for passing on your estate the way you want? Or are you confused about what you should be doing with your pension. Our Big Talks explain it in a way that’s easy to understand. Why not come along?

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