Financial Planning

Financial Planning

Financial planning services to help you manage your financial affairs to meet your life objectives

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.

Call us and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. You can also arrange to visit us at one of our offices for a no-obligation meeting.

Testimonials

How we help

We provide a wide range of financial planning services to help you manage your financial affairs to meet your life objectives.

Whether you are new to financial planning or you need us to review your existing financial arrangements, we provide straightforward financial planning advice on a number of areas – depending upon which stage of your life you have reached.

Offering the following whole of market financial planning services to personal, corporate and trustee clients throughout England:

  • Savings & investments planning
  • Protection planning
  • Tax planning
  • Estate and inheritance tax planning
  • Pension and retirement planning
  • Care planning
  • Mortgages
Call us and one of our team will be happy to help or arrange a call back

Financial Advisers

Victoria Cudlip

Wealth Planning Adviser

Paul Moat

Wealth Planning Adviser

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Terry Davies

Wealth Planning Adviser

Lucy Davison

Wealth Planning Adviser

Derek Dryden

Wealth Planning Adviser

Adam Henderson

Wealth Planning Adviser

Lee Jacobs

Wealth Planning Adviser

Douglas Macnaught

Wealth Planning Adviser

David McElhoney

Wealth Planning Adviser

Tim Piper

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

David Weston

Wealth Planning Adviser

Henrietta Winstanley

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

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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.

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