Book an Appointment with Newcastle Financial Services

However much you have and whatever your financial plans are, Newcastle Financial Services can advise you on the most suitable place for your money and help you plan for the future.

To arrange an appointment with a Financial Planning Manager at one of the Newcastle Building Society branches, simply get in touch with us via the form below.

Preferred appointment time:

We will use the information you have provided to follow up your request. We may also use your information to send you details of other products and services from the Newcastle Building Society Group, by post and email, unless you have ticked the box above. We will not pass your details on to third parties for marketing purposes

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

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

Call now to arrange to speak to a Financial Adviser

0345 600 4330

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

So you know what you can expect at your appointment take a quick look at how our financial planning process works.

To ensure you get the most from your appointment, please bring along the following:

  • Income and expenditure details
  • Loan/credit card or mortgage balances
  • Any pension information you have
  • Details of your savings accounts
  • Details of existing investments with other providers
  • Your National Insurance Number
  • ID, this can be a passport or driving licence
  • Proof of residency, such as a utility bill

Newcastle Financial Services Limited (NFSL) is an appointed representative of Openwork, one of the largest financial services companies in the UK. Openwork Limited is authorised and regulated by the Financial Conduct Authority. NFSL only provides 'restricted' advice. This means NFSL can only provide advice on products from a limited number of providers accessible through Openwork.