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We know that financial advice can feel like it’s for someone else. Someone with pots of money or who already has knowledge of investing their money.

That’s not how we think it should be. We believe that everyone deserves access to straightforward financial advice.

Financial advice. For real people. When you need it.

We can introduce you to a Newcastle Financial Adviser for a relaxed, no-obligation conversation, with no minimum amount required.

So, whatever you know, or don’t, they can listen and help you talk things through with confidence.

A man and woman sat down with their baby on the mums knee, they are both looking down at paperwork, whilst the man is holding a pen.
Carl Shropshire, Newcastle Financial Adviser, smiling

Part of something bigger

Manchester Building Society doesn’t offer financial advice. But we can connect you with someone who does.

Manchester Building Society is part of the Newcastle Building Society Group - a member-owned organisation that’s been supporting communities for over 165 years. 

Same values. Different teams. One shared aim - helping you feel confident about your financial future.

How we can help

We can introduce you to a Newcastle Financial Adviser, based in our King Street branch, who can help you with:

  • Investments

    Newcastle Financial Advisers can help you make your money work harder. 

  • Retirement planning

    Shape the future you want. Building up your pensions or when considering retirement itself.

  • Inheritance planning

    Build the foundations for your family’s future. Passing your wealth on to your loved ones.

  • Life protection

    Look after the people who matter the most.

The value of investments and any income from them can fall as well as rise and you may
not get back the original amount invested.

HM Revenue and Customs practice and taxation law are complex and subject to
individual circumstances and change.

Aspects of inheritance tax planning are not regulated by the Financial Conduct Authority nor the Prudential Regulation Authority. Will writing and trusts are not regulated by the Financial Conduct Authority nor the Prudential Regulation Authority. 

Why choose Newcastle Financial Advisers?

  • No obligation

    Your first conversation is complimentary, with no pressure to go ahead.

  • Experienced

    Over 23 years of helping people like you with their financial goals.

  • Long established

    Part of The Openwork Partnership, one of the UK’s largest and long-established Financial Advice network.

  •  Highly rated

    VouchedFor Top Rated Advice Firm 5 years running (2022–2026).

Don’t just take our word for it

"I retired 4 years early"

Brenda wasn’t sure if her pension pots would let her retire before 67 as she’d hoped. After speaking with her local Newcastle Financial Adviser she found she could put her feet up sooner than she thought.

A woman smiling at a man

How it works

Simple, flexible and built around you:

1. Explore

Talk about your goals and where things stand today.

2. Review

 Get a plan based on your needs.

3. Decide

Choose what works for you and get ongoing support to reach your goals.

You can have a conversation with the Newcastle Financial Adviser in the King Street
branch, over the phone or by video call. Find out about your local Financial Adviser.

Ready to get started?

Whatever your situation, you can get the help you deserve to plan ahead with
confidence.

Book your appointment


Or call

0345 604 0050*

Lines are open Monday to Friday, 8am–6pm, excluding bank holidays

Manchester Building Society (as a trading name of Newcastle Building Society)
introduces to Newcastle Financial Advisers Limited for advice on investments,
pensions, life and protection insurance, and inheritance tax planning. Aspects of
inheritance tax planning are not regulated by the Prudential Regulation Authority nor the
Financial Conduct Authority.

Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited
which is an appointed representative of The Openwork Partnership a trading style of
Openwork Limited which is authorised and regulated by the Financial Conduct
Authority.

Approved by the Openwork Partnership on 22/06/2026