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.
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.
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.
2nd February 2016
We are always delighted to receive great reviews from our clients and happily share the most recent piece of client feedback for one of our Newcastle Financial Advisers.
Paul Bain received this kind review from Dianne Sharp from DKS Ltd in Newcastle:
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Newcastle | Richmond | Northallerton | London
Visit UsGale 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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