Financial advice in Newcastle
Personal financial planning from the Newcastle office
Financial planning starts with understanding what matters to you.
You may have pensions that have built up across different employers, be considering the future of a business, or be beginning to think more seriously about retirement. For some, the priority is making work optional. For others, it is creating greater certainty for family, preserving wealth or understanding whether existing arrangements remain suitable.
Whatever brings you to seek advice, the aim is the same: to provide a clearer view of your finances and help you make decisions with confidence.
The Newcastle team works with individuals, families, business owners, trusts and estates across the North East, providing advice tailored to each client’s circumstances and priorities. Rather than focusing solely on financial products, the process is centred on understanding what you want your wealth to achieve and building a plan that supports that vision over time.
As one of the region’s largest advisory teams, Newcastle combines local relationships with access to specialist expertise across retirement planning, investments, inheritance tax planning, mortgages and protection. This joined-up approach allows different aspects of your finances to be considered together, helping to ensure important decisions are taken within the context of your wider financial plans.
How the team can support you
With a history dating back to 1985, the Newcastle office has provided financial planning to clients across the region for more than 40 years. The team has extensive experience advising individuals, families, professionals and business owners on a wide range of financial matters, including retirement planning, pension planning, tax-efficient income strategies and estate planning.
Several advisors have achieved Chartered status, demonstrating advanced technical knowledge and a commitment to professional excellence. Supported by mortgage and protection specialists, the Newcastle team can consider multiple aspects of a client’s financial arrangements together, ensuring advice is informed by their wider objectives, circumstances and long-term priorities.
Meet the Newcastle advisors
The Newcastle team work with a variety of cases including individuals, families, business owners, companies, trusts and estates. The process begins by understanding what you have, what you need and what you hope to achieve. For many clients across Gosforth and the wider Tyneside area, the first steps into financial planning usually starts with a conversation about pensions or retirement. Advice can include exploring tax-efficient ways to take an income, considering whether bringing pensions together may be appropriate, and using cashflow planning to bring future plans to life.
As part of Perspective Financial Group, you benefit from the resources and specialist expertise of a national business, alongside the personal service and continuity of a local advisory team.
What to expect from your first meeting
The first meeting is an opportunity to discuss your circumstances, concerns and ambitions in a relaxed and professional setting.
Rather than leading with recommendations, the conversation focuses on understanding what matters most to you, the challenges you may be facing and the role financial planning could play in helping you move forward with confidence.
Where advice is appropriate, the process, costs and next steps will be explained clearly, allowing you to decide whether ongoing financial planning is right for you.
Areas where we can help
What our clients say
Questions we can help you answer
Your Newcastle advisor will work on finding the best tax-efficient options for your pension income and keep you up to date on any regulatory changes.
Yes, the Newcastle office has a dedicated Mortgage & protection advisor who can advise on all mortgage
Whatever your starting point, the Newcastle team can help you understand your options, simplify complex decisions and build greater confidence in your financial future.
By building a long-term relationship, your advisor can adapt the plan as your needs, goals and circumstances change.
How you are protected
Advisors in the Newcastle office are regulated by the Financial Conduct Authority and can provide regulated financial advice. You can check an advisor’s individual registration on the Financial Services Register at register.fca.org.uk. If you are unhappy with the advice you receive, you can raise a complaint through the PFGL website. If it is not resolved to your satisfaction, you may refer the matter to the Financial Ombudsman Service.
Visit the Newcastle office
The Newcastle office is at Northumbria House, 21–23 Brenkley Way, Blezard Business Park, Newcastle upon Tyne, NE13 6DS. On-site parking is available, and the office provides a setting for individual and family financial planning meetings.
Whether you are seeking advice for the first time, reviewing existing arrangements or planning for future generations, the Newcastle team provides financial planning designed around your individual circumstances and long-term aspirations.
Many client relationships continue for years, allowing advice to evolve alongside changes in family life, career, legislation and personal objectives. This continuity helps ensure plans remain relevant, practical and focused on what matters most.
If you would like to discuss your financial plans with an experienced adviser, arrange a no-obligation conversation with a member of the Newcastle team.
Telephone Numbers
All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123