David Binder

David Binder

Newcastle Financial Advisers Limited

Minimum savings/pensions: Any amount

0330 038 8938
Based in Carlisle
View location

Top Rated 2025
Verified since: June, 2020

4.8 out of 5

137 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 March 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 24

    Recent Client Reviews

    Verified reviews: 100%

    David has received 24 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 02 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with David

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 March 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 24

    Recent Client Reviews

    Verified reviews: 100%

    David has received 24 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 02 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with David

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 3 first impressions)

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 to understand the best level of life, critical illness and income cover for you. 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.

Offers available through VouchedFor

Contact David through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About David's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

Reviews of David

Are you a client of David? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

Adviser Disclaimer

Approved by The Openwork Partnership on 14/01/2025.