Directors Pension

While you may be used to producing business plans to manage and develop your business, you may not apply the same discipline to creating a Directors Pension plan

You also may not have reviewed your own investments for some time, which means they might not be appropriate for your current circumstances or for your longer term pensions goals.

Call us now and one of our Financial Advisers will be happy to help or arrange a call back

Why choose Gale and Phillipson?

Directors Pensions remain one of the most tax-efficient ways for business owners and company directors to save for retirement.

Gale and Phillipson are very experienced in advising owners and directors, in other words we provide clear and professional advice on:

Directors and business owners usually have more complex financial needs as they are usually High Earners, what’s more, we make it our business to stay up-to-date with the latest developments to help High Earners.

Our Advisers help directors plan for their retirement, furthermore advising on the most effective ways to obtain tax relief in respect of pension contributions. We aim to simplify your financial affairs and provide an overall view of your current and projected future financial position.

Call us now and one of our Financial Advisers will be happy to help or arrange a call back

Call us now and one of our Financial Advisers will be happy to help or arrange a call back

Corporate Advisers

Paul Bain

Wealth Planning Adviser

Adam Henderson

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Meet Our Team

Speak to a practical and experienced financial advisor

Get in touch with a member of our team

Meet Our Team
Get in Touch

Find out more about our range of service.

For further details please contact us.

Get in Touch
Visit Us

We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

Visit Us

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.

Cookie
Policy