Independent Financial Advice Northallerton

Independent financial advisers in Northallerton

At Gale and Phillipson in Northallerton, our experienced financial advisers provide a range of financial and wealth management solutions on areas such as pensions and retirement planning, tax efficiency, investment management, and estate planning.

Taking the first steps towards your financial future is easy. We will arrange an initial no obligation financial review, where we will listen to and understand your financial needs and goals. Next, we will work with you to develop a personalised financial plan, which we will review regularly as your situation changes over time. Our financial advisers in Northallerton will look at the best way of building a solid foundation for growing and preserving your wealth.

 

With clients across Northallerton, Darlington, Thirsk and York, we provide clients with straightforward financial and investment advice, at your home or at our offices.

Lucy Davison

Wealth Planning Adviser

Lucy has over 20 years experience in the financial services industry. She joined the company in 2012 after a highly successful career in banking, latterly providing financial advice to Halifax clients. Lucy specialises in financial planning and investment advice for clients in later life and is a member of the Society of Later Life Advisers (SOLLA). In her spare time, Lucy enjoys watching Sunderland FC, spending time in the garden and with her family.

Derek Dryden

Wealth Planning Adviser

A specialist in holistic financial planning, Derek joined the company in 1999, having started his financial services career working in London in 1990. Derek is an investment specialist and works with clients in putting together effective and workable financial plans for life, that focus on tax planning, protection and building/preserving capital. As an Arsenal season ticket holder, Derek spends an unhealthy amount of his free time being entertained by the Gunners.

David McElhoney

Wealth Planning Adviser

David joined the company in 2010, having spent 25 years in the financial services industry. As a Chartered Financial Planner, David advises both personal and Corporate clients on all financial planning needs. Accredited as a member of the Society of Later Life Advisers (SOLLA), David specialises in matters surrounding later life financial advice (Investments, IHT, Equity Release, Care Fees Planning). In his spare time, David is a very keen Scuba Diver and Fell Walker.

Tim Piper

Wealth Planning Adviser

Tim has been with the company since 1996 and has 30 years experience in the financial services industry. Tim specialises in Investment and Retirement Planning. For relaxation, Tim enjoys participating in many sports and is also in his words, a keen, rather than competent, amateur musician.

Donna Read

Wealth Planning Adviser

Donna started working for the company in 2001, having worked in a variety of roles until she became qualified as a Financial Adviser in 2004. She now specialises in advising both personal and Corporate clients on all financial planning needs. Donna holds the Diploma in Financial Planning and the CeMAP Mortgage Advice qualification. In her spare time, she enjoys swimming, reading and chasing around after her little boy.

Paul Reeves

Wealth Planning Adviser

Paul joined the company in 2012. Having entered the world of financial services in 1997 initially as an insurance agent, then area manager, Paul has held various advisory roles. These advisory roles include spells at Friends Life and Aviva which took him all over the UK. He then set up his own small IFA business in 2007, which he ran successfully for 5 years until joining Gale and Phillipson. Paul holds level 4 Diploma in Financial Planning and enjoys working with both personal and corporate clients, with a keen interest in retirement and investment planning. In his spare time, Paul enjoys running, cycling, hill walking, football, travelling and photography.

Sandra Sanderson

Wealth Planning Adviser

Sandra joined the company 1998, having previously worked as a Building Society Manager for Cheltenham and Gloucester and having worked in the financial services industry since 1981. As a Chartered Financial Planner with over 20 years experience in Financial Services, Sandra advises clients in areas such as investments, pre and post retirement planning, protection and estate planning. Sandra also holds specialist long term care qualifications and is an accredited adviser of the Society of Later Life Advisers (SOLLA), and an Affiliate Member of the Society of Trustee and Estate Practitioners (STEP) .

David Weston

Wealth Planning Adviser

David joined the company in 2008, having spent all of his career in Financial Services. David was a partner in his own business for 10 years prior to its merger with the company in 2008. Before this he has held roles with a major UK Life and Insurance Company. David specialises in helping clients with pre and post-retirement planning and investment management requirements. In his spare time, he enjoys horse racing and even fulfilled a lifelong ambition to ride as a jockey a few years' ago.


Northallerton Office

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

01609 760960


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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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