How the Financial Advice Service Works

Newcastle Financial Advisers get to know you personally and understand your financial goals

There are three key stages to the financial advice service

Each stage is designed to help ensure your investment needs and goals are met.


1. Understanding & Analysis

  • Introduction to the service, how Newcastle Financial Advisers will work with you and an explanation of the fees
  • Identifying your goals and objectives
  • Reviewing any existing plans in place
  • Research 

2. Advice & Implementation

  • Present a tailored solution and recommendations
  • Help you complete any relevant applications
  • Track applications to ensure your receive the right documentation

3. Ongoing Service

  • An essential part of financial planning is reviewing your investment performance and reacting to any changes in circumstances
  • Annual review meeting and ongoing access to a Financial Adviser and telephone helpline along with a range of other benefits

Need some help or would you like to book an appointment?

Speak to a member of the team

0345 600 4330

9am - 5pm Monday to Friday (local rate charge but calls from mobiles may cost more)

Make sure everything stays on track with Ongoing Service

Things change, in life and so does the performance of investments. With ongoing service you can adjust your plans to suit your circumstances.

Whether it’s a face to face meeting or a question over the phone, with ongoing service Newcastle Financial Advisers are here for you.

You don’t have to take Ongoing Service, but you will be responsible for keeping track of your own investments and dealing directly with product providers.

Questions and Answers

Do I have to take Ongoing Service?

No, it’s up to you. However you won’t be entitled to the added extras that come with it.

Can I cancel Ongoing Service?

Yes, at anytime. Simply write to: Newcastle Financial Advisers Limited, Portland House, New Bridge Street, Newcastle upon Tyne, NE1 8AL

How do I get my annual review?

Newcastle Financial Advisers will send you an invite by post a few weeks before the anniversary of you taking your products.

What’s covered at my annual review?

Your Financial Adviser will discuss the performance of your investments. You’ll also discuss your circumstances and if anything has changed that affects the suitability of your investments. In addition you can let us know if you need help with anything else.

*The Will Writing Service and estate planning service is not part of the Openwork offering. Openwork Limited accept not responsibility for this aspect of our business. The offer is limited to the cost of a single standard Will. Will writing and the estate planning service is not regulated by the Financial Conduct Authority.

**Deposit savings products are not offered by Openwork Limited, Openwork accepts no responsibility for this aspect of business.Should you cancel your On Going Service you will automatically default to the lower savings rate.

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, inheritance tax planning, and life cover. Newcastle Financial Advisers Limited is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.