David Binder

As a Newcastle Financial Adviser I'm committed to offering a personable, friendly and supportive service to my clients. I pride myself on getting to know you, your situation and needs and providing a thoughtful, expert and considered view. I have 20 years' experience in Financial Services, previously working as an IFA, in private banking and other Building Societies. Newcastle Financial Advisers is part of the Newcastle Building Society which means that we are led by our purpose 'connecting our communities with a better financial future'. For you, this means no matter how much you have saved, or how much you want to invest I am here to help you with your financial planning needs. Approved by The Openwork Partnership on 14/01/2025. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: 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. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: 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.