Do I need advice?

The answer is probably yes you do. There are many stages in your life where personal finances are involved, a financial adviser can help you make sense of what can seem like complex situations and create a plan tailored to your needs. 

Many people don’t think financial advice is for them. Some feel it’s just for the wealthy or it’s too expensive. That’s certainly not the case.

Take a look at the list below, if any of the scenarios apply to you, why not pop into your local branch and we can introduce you to Newcastle Financial Advisers for expert financial advice.

  • You have savings you’d like to invest to make your money grow
  • You have received an inheritance or the proceeds of a property sale
  • You want to give money to someone else, including by inheritance
  • You have invested with a bank or building society in the past that no longer provides financial advice
  • You are planning your retirement and want to make the most of your assets.
  • You want to access money from your pension pot to retire

Is it expensive?

As with any professional service that is highly regulated where high levels of specialist qualifications are required, you’re going to have to pay, and tend to get what you pay for. 

Good advice should, always provide value for money and there is a range of solutions to suit different budgets. 

Newcastle Financial Advisers offer face to face advice you only pay for if you choose to implement it

No one should be put off seeking financial advice solely on the grounds of cost.

Unless you are confident you can manage investments, mitigate unnecessary tax charges and are willing to risk losing your money, not taking advice can end up being more expensive.

Very few financial advice firms publish their fees online, but, Newcastle Financial Advisers are confident that you’ll get value for money and feel transparency with customers is key, you can view the fees by clicking here.

Book an appointment

The value of investments and any income from them can go down as well as up and you may not get back the original amount invested. Past performance is not a guide to future performance and should not be relied upon.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

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