Newcastle Financial Planning Ltd - Newcastle upon Tyne

karen carter

Wayne was recommended to myself and my husband both having very little knowledge of our pensions. Wayne was amazing from the start meeting up with him on several occasions always making us feel very welcome, helping us understand and plan for our retirement. Wayne keeps us updated regular with how our pensions are growing. A fantastic service so pleased he was recommended to us we cannot thank him enough.

Katherine Vero

Wayne Marshall has been my financial advisor for several years now, and his guidance has been invaluable in shaping my financial future. Beyond his professional role, Wayne has become a trusted confidant, going above and beyond to ensure my financial well-being.

One of Wayne's standout qualities is his deep understanding of financial products. He leverages the latest technology to simplify complex financial information, making it accessible and understandable for clients like myself. His ability to break down intricate concepts has been instrumental in helping me make informed decisions about my finances.

What sets Wayne apart is his exceptional listening skills. He takes the time to truly understand my financial goals, savings aspirations, and priorities, ensuring that his advice is tailored to my specific needs and objectives. With Wayne's guidance, I've been able to organize my finances in preparation for retirement this year. I feel confident in the financial plan we've put into place, knowing that it will provide the support and security I need in my retirement years.

Beyond his professional expertise, Wayne's support and encouragement have been invaluable to me. He offers guidance, reassurance, and practical advice, instilling a sense of confidence as I navigate this significant life transition.

Working with Wayne is always a pleasure. His warm and friendly personality instantly puts me at ease, and I consistently leave our meetings feeling empowered and inspired.

In summary, Wayne Marshall is more than just a financial advisor; he's a trusted partner who has played a pivotal role in my financial peace of mind. I wholeheartedly recommend Wayne to anyone seeking expert financial guidance and personalized service.

Adam Wilkinson

Wayne has been a tremendous help in assisting me with transferring my pension. The entire experience was positive and seamless. Wayne's expertise and guidance made the process smooth and stress-free. I highly recommend Wayne for his professionalism, knowledge, and exceptional service. Thank you, Wayne, for a great experience!

Aidan Flint

Wayne provided me and my wife with an exceptional level of service to get our pension plans in place. His attention to detail and the clarity which he conveyed financial concepts in an easily understandable way was truly impressive reflecting his expert knowledge in this field. His commitment to getting us the very best deal combined with continued care to ensure ongoing performance of our investments is unquestionable - I can thoroughly recommend him to anyone looking for a safe pair of hands!

James Coyle

Really impressed from the very start with Wayne and NFP Ltd.
Wayne was very informative and explained things in great detail, but also in simple terms, so I wasn't bamboozled by facts and figures. He was also very open and honest throughout, so much so that I've switched two of my pensions into his capable hands.
I wouldn't hesitate to recommend Wayne's services to friends and family.

Gary Yates

I contacted Wayne at Newcastle Financial planning recently to discuss Decreasing Life Insurance and I can’t speak highly enough about the service, it was really impressive from start to finish.

I felt I was paying too much with my existing provider and also wanted additional family cover being a new father. Wayne asked me to complete a form which didn’t take long and he took care of the rest making the process exceptionally easy! And the best bit it was free!

Not only did he find more comprehensive cover at a cheaper price, he also explained the key points, highlighting exactly what I was getting for my money.

I was over the moon with all aspects of the service and know should I need anything he is just a phone call away.

Highly recommended.

Garry Fuller

Thanks to Wayne, professional and helpful got my pension sorted quickly. Gives regular feedback kept up to date with the process.

Michael Wright

Clear & comprehensive pension advice provided by Wayne Marshall. Always quick to respond to queries too. Would highly recommend.