Independent Financial Advice Richmond

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. 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 home or at our offices.

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

Terry Davies

Wealth Planning Adviser

Terry joined the company in January 2001. Terry has over 24 years experience of providing financial advice to clients, 19 of which have been spent as an independent financial adviser. He has developed strong links with a number of professional introducers during that time, and specialises in inheritance tax (IHT) mitigation and providing investment advice to trustees. He has completed the STEP certificate for Financial Services – Trusts and Estate Planning and is a member of STEP (Affiliate) demonstrating his expertise in this area.

Douglas Macnaught

Wealth Planning Adviser

Douglas joined the company in 2007 and holds the Diploma in Financial Planning. He has over 15 years’ experience in the financial services industry, with roles including Ernst & Young and a financial adviser firm in Richmond. Douglas holds a degree in Economics and Marketing. When not spending time with his young family, he enjoys playing football and has an interest in film and music.


Richmond Office

Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB

01748 825 971


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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.