Professional Services

Newcastle Financial Planning

Appointed representative of St. James's Place Wealth Management offering retirement planning, investments, inheritance tax planning, life insurance, and protection from a Gosforth base.

46 Montagu Avenue, Gosforth, NE3 4JN Visit website

About Newcastle Financial Planning

Newcastle Financial Planning is based at 46 Montagu Avenue in Gosforth and operates as an appointed representative of St. James's Place Wealth Management. While not independent — their advice is restricted to St. James's Place solutions — the practice offers a comprehensive financial planning service covering retirement planning, investments, inheritance tax, life insurance, and protection. St. James's Place is one of the UK's largest wealth management firms, and the Gosforth practice benefits from its investment infrastructure and regulatory backing. Incorporated in 2022, the practice is FCA-authorised through St. James's Place.

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