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Customers in king street branch talking

Want to understand savings? Let's talk it through.

Steve and Yvonne wanted to make the most of their savings. A face-to-face conversation in their local branch helped them understand their options and take a different approach to their savings.

When it comes to your money, it's easy to leave things where they are. But whether you're saving for something specific, reviewing an ISA or simply wondering what to do next, a conversation can help you move forwards with confidence. That's why we offer free Savings Review's in branch, to help you feel more confident about your money and savings goals. 

Looking for savings support from someone who knows your name? Find it here. 

A Savings Review is a free face-to-face appointment with one of our knowledgeable team.

It's your chance to ask questions, explore your options and get clear, straightforward information about your savings.

We'll take the time to understand why and how you want to save and help you make sense of what's available.

No jargon. No pressure. Just a conversation.

A Savings Review gives you:

  • Time to ask questions at your own pace
  • Clear explanations without the jargon
  • Help understanding your savings options
  • Friendly support from someone who'll listen
  • No obligation to open an account
Book a Savings Review
Carl Shropshire, Newcastle Financial Adviser, smiling

Thinking about your ISA? 

ISA rules are changing. If you want to know what the changes mean for you, or how to make the most of your tax-free savings, now is a great time to talk.

Whether you've got an ISA that's maturing or simply want to understand your options for the next tax year, we're here to help.

Get a step ahead.

Book a free savings review

"If I hadn't met with a Newcastle Financial Adviser, I wouldn't be on track to retire at 57." 

Katherine, Financial Advice customer


Thinking beyond savings?

Katherine is pretty confident about saving but wasn't sure it would be enough on its own to support the future she wants.

A face-to-face conversation helped her understand her options, build confidence in investing and feel more positive about achieving her retirement goal.

Whether you're thinking about retirement, investing or your longer-term plans, talking things through can help you see the bigger picture.

No jargon. No pressure. Just a conversation.

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.

Book a no-obligation Financial Advice appointment


Ready to get started?

Whether you're reviewing your savings, planning for the next tax year or thinking about the future, we're here to help.

Book a free Savings Review today

Or call

0345 604 0050*

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

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 THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN. 

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 05/10/2026