Newcastle Financial Advisers Strengthen Offering with Acquisition of Financial Planning Business

Newcastle Financial Advisers Limited has announced the acquisition of Keith Dyson Financial Consultancy as part of its ongoing strategy for growth and to ensure that as many people as possible in the North East have continued access to trustworthy financial advice.

Newcastle Financial Advisers Limited, the Financial Advice subsidiary of Newcastle Building Society, has completed the acquisition of the Hexham-based financial consultancy firm, welcoming over 300 clients to the business who will continue to benefit from access to face-to-face financial advice services throughout the mutual’s network of 32 locations.

Newcastle Building Society introduce clients to Newcastle Financial Advisers Limited, who provide accessible advice on investment, retirement, inheritance tax planning and protection advice through the Society’s network of branches across the North East, Cumbria and North Yorkshire.   

 
 

Former Newcastle United footballer, Keith Dyson, who played for the team during their European Fairs Cup win back in 1969 subsequently moved into financial services in 1994 setting up Keith Dyson Financial Consultancy. For 30 years Keith successfully provided pensions, life assurance and investment advice to clients throughout the North East.

Keith Dyson, founder of Keith Dyson Financial Consultancy, said: “I was particularly impressed by the scale and ambition of Newcastle Financial Advisers Limited, as well as its commitment to and focus on building long-term relationships with clients, and knowledge and understanding of the products in the market. 

“While other banks and building societies are closing branches, Newcastle Building Society are growing and investing in theirs. For my clients, Newcastle Financial Advisers Limited’s footprint means more locations for them to access in-person financial advice services, and I am confident they will be well looked after under the new ownership.”

 
 

Iain Lightfoot, Managing Director of Newcastle Financial Advisers, said: “We’re pleased to be able to welcome Keith Dyson Financial Consultancy’s clients to Newcastle Financial Advisers Limited. Over the past 30 years Keith has nurtured a flourishing business and his focus on building meaningful, long-lasting relationships with clients is one that very much aligns with our own.

“This latest acquisition reflects our continued commitment to providing personalised, trustworthy financial advice that is accessible to all. Keith’s clients will benefit from continued advice and service via our experienced local advisers who are available face-to-face on high streets across Newcastle Building Society’s branch network, and also remotely via video call. Customers will also now benefit from our in-house support team who help our advisers in delivering great advice and providing all important ongoing customer service.”

Newcastle Financial Advisers Limited is a subsidiary of Newcastle Building Society, and provides financial advice across its 32 Newcastle Building Society branch locations.  

 
 

For more information on Newcastle Financial Advisers visit: https://www.newcastle.co.uk/

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