Gale and Phillipson is a dynamic and professional company, with a successful and long history of providing innovative Financial Planning and Investment Management solutions to personal and corporate clients.

With offices in Newcastle, London, Richmond and Northallerton, we pride ourselves 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.

With many savings accounts offering pitifully low interest rates, you face a new set of challenges when trying to get the most from your cash savings.

Our clients’ cash is actively managed to prioritise security and deliver consistently competitive rates of interest while minimising administration.

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.

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Thank you to our client who provided a testimonial regarding our wealth planning adviser, Lee Jacobs

Privacy Statement

Gale and Phillipson Ltd and its subsidiaries Gale & Phillipson (Life & Pensions) Ltd and Gale & Phillipson (Financial Management) Ltd are authorised and regulated by the Financial Conduct Authority (FCA 431387, 142752 and 195080) and all trade under the name Gale and Phillipson. Registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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