Newcastle Financial Advisers Limited
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Newcastle Financial Advisers Limited - overview
Established
1863
Location
-, -, UK
Primary Industry
Financial Services
About
Newcastle Financial Advisers Limited provides comprehensive financial advisory services, including investment management, pensions, and insurance, primarily targeting clients in the North East of England. Founded in 1863, Newcastle Financial Advisers Limited is a part of Newcastle Building Society, which offers a variety of financial services. The company has remained focused on expanding its advisory services while maintaining strong community ties through its local branches. The firm operates from its headquarters in Newcastle upon Tyne, England.
The CEO and founder details are not specified. Newcastle Financial Advisers Limited, as a subsidiary of Newcastle Building Society, provides a diverse range of financial products. Their offerings include tailored financial advisory services, investment options, pension planning, life insurance, and inheritance tax planning. The company focuses on meeting the needs of clients in the North East, Cumbria, and North Yorkshire through personalized financial solutions.
Newcastle Financial Advisers Limited generates revenue from fees for its financial advisory services, as well as interest income from mortgage lending through its parent company. Clients engage by opening savings accounts or applying for mortgages, from which the society earns interest. This structured approach to financial transactions supports its overall revenue generation. Details regarding Newcastle Financial Advisers Limited's future growth plans are currently not available.
The company's strategy for expanding its advisory services or entering new markets has not been disclosed.
Primary Industry
Financial Services
Sub Industries
Financial Services
Website
www.newcastle.co.uk
Total Amount Raised
Subscriber access only
Newcastle Financial Advisers Limited - timeline of key events

Newcastle Financial Advisers Limited - financials
| Fiscal Year Ended | Dec 31, 2018 | Dec 31, 2019 | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 |
|---|---|---|---|---|---|---|
| Revenue (USD) | 4,091,454 | 4,499,516 | 4,336,397 | - | - | - |
| % Revenue Growth (YoY) | - | 10.0% | (3.6%) | - | - | - |
| EBITDA (USD) | - | 1,643,708 | 1,174,156 | - | - | - |
| Operating Income (USD) | - | 1,641,087 | 1,081,169 | - | - | - |
| Operating Margin | - | 36.5% | 24.9% | - | - | - |
| % EBITDA Margin | - | 36.5% | 27.1% | - | - | - |
| NET Income (USD) | 1,455,560 | 1,729,565 | 1,183,413 | - | - | - |
| % Net Margin | 35.6% | 38.4% | 27.3% | - | - | - |
Newcastle Financial Advisers Limited - employee data


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