Financial Planning
Financial Planning

With offices in Newcastle, London, Richmond and Northallerton, our Wealth Managers pride themselves in being able to personalise financial solutions for each stage of a client's life. Financial planning is one of the longest professional relationships you are likely to experience and we would normally expect to advise a private client throughout their working life and into retirement.
Private Clients

Inheritance Tax

Retirement Planning

Care Fees Planning

Tax Efficient Investing

High Earners

Protection

Corporate Clients

Corporate Protection

Group Pension Scheme

Directors Pension

Automatic Enrolment
Investment
Investment Management

We all have good intentions of researching financial markets and making changes to our investments, but in today's fast moving world people simply do not have the time, inclination or expertise to actively manage their own investments.

Working together with your Financial Adviser, our in-house Investment Analysts work with you to make investment decisions to reflect your needs, objectives and attitude to risk.
Discretionary Investment

Advisory Management Services

Investment Committee
Mortgages
Mortgages

Finding the right mortgage can be exhausting and time consuming. Our mortgage service is simple and straightforward, helping hundreds of people every year find the right deal on their mortgage and life insurance - saving them valuable time and money.

With so many lenders to choose from, you want the most suitable mortgage or remortgage deal no matter what your buying circumstances are.
Mortgage Deals

Mortgage Calculator

Our Mortgage Team

Equity Release Advice

Protection
Equity Release
Corporate
Protection

Pension freedoms

Following pension reforms, there are now more options for using your private pension pot. Since April 2015, some people over 55 have greater freedom in how they can access their pension pots – the money they’ve built up during their working life.

How will you decide what the best course of action to take is?

The choices you make for your pension fund can determine the level of income you receive for the rest of your life. For this reason, you should seek professional financial advice and guidance to decide the best course of action to take.

Read this factsheet to find out what best suits your pension needs.

Pension freedoms

Download PDF

The choices you make for your pension fund can determine the level of income you receive for the rest of your life. Read this factsheet to find out what best suits your pension needs.

Download PDF

Got a question?

Contact one of our team.

Get in Touch

London Office

Railway House
1 Whittlebury Mews East
London
NW1 8EQ

020 7483 4488

enquiries@galeandphillipson.co.uk

Newcastle Office

4th Floor
18-24 Grey Street
Newcastle Upon Tyne
NE1 6AE

0191 468 2500

enquiries@galeandphillipson.co.uk

Northallerton Office

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

01609 760960

enquiries@galeandphillipson.co.uk

Richmond Office

Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB

01748 825 971

enquiries@galeandphillipson.co.uk

Richmond Mortgage Advice Office1

Greyfriars,
15 King St,
Richmond
North Yorkshire
DL10 4HP

01748 822088

enquiries@galeandphillipson.co.uk

Meet Our Team

Speak to a practical and experienced financial advisor

Get in touch with a member of our team

Get in Touch

Find out more about our range of service.

For further details please contact us.

Visit Us

We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

Our Locations

Newcastle

4th Floor
18-24 Grey Street
Newcastle Upon Tyne
NE1 6AE
0191 468 2500

Richmond

Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB
01748 825971

Northallerton

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA
01609 760960

London

Railway House
1 Whittlebury Mews East
London
NW1 8EQ
0207 483 4488

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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