Newcastle Financial Advisers acquires retiring couple's planning firm

Advice firm has snapped up County Durham-based Orchard Financial Management

Isabel Baxter
clock • 2 min read

Newcastle Financial Advisers, the financial advice subsidiary of Newcastle Building Society, has acquired County Durham-based financial planning firm Orchard Financial Management.

This acquisition adds about 200 clients to the business, who Newcastle Financial Advisers said would benefit from access to face-to-face financial advice services throughout the mutual's network of 32 locations. Newcastle Building Society introduces customers to Newcastle Financial Advisers, who provide 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.   Graeme Leigh founded Orchard Financial Management in 1998 in Chester-le-Street, County Durham, providing advi...

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