Independent Financial Advice Richmond

For expert financial planning and investment advice visit our financial planning team in Richmond. As part of a large wealth management group – with financial planners and investment managers across London and the North, you can trust us to help you plan your financial future.

Independent Financial Advice Richmond

We help you think long-term about growing your wealth and pay particular attention to your income requirements at each stage of your life. We build relationships with our clients. Not only do we work to understand your specific needs at the outset, we review your financial objectives as your circumstances change and will provide ongoing guidance and advice to help you meet your financial goals.

We will provide you with a bespoke financial plan that focuses on your financial requirements, covering all areas of pensions and retirement planning, Inheritance Tax and estate planning, investment and portfolio management and trusts.

With clients across Richmond, Catterick, Leyburn and North Yorkshire, we provide clients with straightforward financial and investment advice, at your or at our offices.

Call us today to find out more and take the first step to securing your financial future.

Call us on 01748 825 971 and one of our Financial Advisers will be happy to help or arrange a call back

Independent Financial Advisers Richmond

Douglas Macnaught

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser


Richmond Office

Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB

01748 825 971

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We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London | Swanley | Hertfordshire | Camberley

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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 and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd and Gale and Phillipson Consulting Ltd are appointed representatives of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 811525, 703337). All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB.