Are your investments being looked after?

If you have already invested with a bank or building society that no longer has Financial Advisers, who can you talk to about your investments?


Who’s looking after your money?

As more banks and building societies are withdrawing financial advice as a service they offer in their branches, we are committed to providing access to Financial Advisers on high streets in the North East.

Have you invested with Legal & General through Virgin Money, Yorkshire Building Society or Leeds Building Society, or perhaps with Axa at the Co-operative Bank?

Did you know Financial Advisers are no longer available in these establishments?

It’s likely you’ve not had a face to face review of these investments for some time; so how do you know if they are still performing the way you need them to? Are they still right for you?

Can you react?

If you don’t have access to a financial adviser, how can you react to changes in your circumstances? Who do you turn to when trying to navigate an unsettling economic environment that might affect your investments?

We can help

Newcastle Financial Advisers, are available in your local Newcastle Building Society branch to provide straightforward face to face advice.

We will focus on getting to know you and tailoring a solution to meet your needs, look at your investments to make sure they’re right for you, make sure you’re not paying more than you should be in charges and discuss your future goals and objectives.

You don’t need new money to invest and it might pay to switch...

Newcastle Financial Advisers can look at your existing investments and explore whether you’d be better off switching them to a place where you’ll have someone to monitor them and talk to whenever you need to. Simply book an appointment with a Financial Adviser and we'll do the hard work for you.

There are risks involved with investing. 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.

When considering transferring investments, any transfer charges or loss of any guarantees should always be considered against any potential benefits.

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.