Investments

If the last few years have taught us anything, it's that making sure your money is working as hard as it can is now more important than ever.

What’s an Investment?

An investment is something you put money into with the hope that it will grow or appreciate into a larger sum of money. There are four main types of asset class, these are;

  • Cash 
  • Fixed interest securities (also called bonds) 
  • Shares 
  • Property

Should you invest?

The stock market tends to perform better than cash over the long term. The longer you can leave your money invested, the more chance you have of making more.

If you have money in savings that you feel could be working harder and don’t need in the short term, it may be investing could be right for you.

You must remember in the search for better returns there are risks involved with investing. We all hope when we invest, our money will grow; historically this has tended to happen. Although the value of your investments and any income from them can fall as well as rise and you may not get back the amount you originally invested.

At Newcastle Financial Advisers we will get to understand your financial goals and conduct an Attitude to Risk assessment to make sure investing is the right thing for you.

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

Visit your local branch or call us on

0345 600 4330

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

Are you thinking about investing?

At Newcastle Financial Advisers we can help you maximise the potential of your investments and meet your financial goals.

Here are just some of the ways they aim to help:

  • Make tax-efficient investments
  • Hedge against inflation
  • Grow your money for the future
  • Diversify your investment portfolio
  • Improve your income today

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