Newcastle Financial Services

Are you worried about accessing your pension or making sure your money is working as hard as it could be?

If the answer is yes then Newcastle Financial Services could have the solution.

You may already know and trust what Newcastle Building Society can do for you. Help you buy your home, save for your future and protect what’s important to you.

But what about your longer term financial goals?

Newcastle Financial Services Limited is part of Newcastle Building Society Group sharing the same mutual values. Their team of knowledgeable and trusted Financial Planning Managers have been offering quality face to face financial advice on the high street in Newcastle Building Society branches for many years.

They have a wealth of experience in helping customers with tax efficient investments, protecting their loved ones, pension planning and inheritance tax planning.

Their advice is designed to help you achieve a more comfortable lifestyle and help you plan for the future.  They can also advise you on how to make certain your loved ones will be looked after financially should anything happen to you.

Financial planning can be tricky and Newcastle Financial Services pride themselves on talking to customers in simple terms without any unnecessary jargon. This friendly approach has seen 99% of Newcastle Financial Services customers who where surveyed say they were satisfied or very satisfied with the service they received*

Face to face financial advice is becoming increasingly important at a time when it is becoming harder to find. Newcastle Financial Services believe everyone, not just the wealthy should be able to access good face to face financial advice.

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)

How does the Newcastle Financial Services financial planning process work?

Take a look at how the Newcastle Financial Services financial planning process works.


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.

*Satisfaction survey - Telephone survey undertaken amongst 103 NFSL customers between September – October 2015.