Geoff Caisley

Being a Newcastle Financial Adviser means that I am here to offer you jargon free, friendly financial advice. What this means is, I take the time to get to know you, and your needs, and develop a tailored financial plan to help you meet your goals. Whether this is in branch, over the telephone or by video call, I always look to build lasting relationships with my clients. As part of the Newcastle Building Society, Newcastle Financial Advisers is led by a purpose, which is connecting our communities with a better financial future. So, no matter how much you have saved or how much you want to invest, I’m here to help you with your financial planning. I help my clients to achieve their financial planning goals by taking a thoughtful, expert and friendly view to really understand both their current financial planning needs and how I can help them over the coming years. 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. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. 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.