If you are a company director who is accumulating wealth or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.

With our financial input, business owners can focus on what they excel at – building and developing thriving and profitable businesses – while our Financial Advisers can help with the following areas of corporate financial advice:

  • Retirement planning
  • Protecting your business and key staff
  • Establishing workplace pension schemes
  • Cash management

Corporate Team

Paul Bain

Wealth Planning Adviser

Paul joined the company in 2014. He works with clients who have a wide range of either corporate or personal financial planning needs and has a wealth of experience in all areas of financial planning, however Paul does specialise in Inheritance Tax / Trust planning and pre- and post-retirement advice. With over 17 years in the financial services industry - the majority of which was within the High Street Bank Wealth Management division - Paul has worked both as a Financial Adviser and a Manager. In his spare time Paul enjoys spending time with his family but he can often be found covered in mud being put through his paces in the extreme physical challenges of the 'Tough Mudder' obstacle courses.

Adam Henderson

Wealth Planning Adviser

Adam joined the company in 2014, having spent over 11 years in the industry. Prior to joining Gale and Phillipson, Adam spent 4 years as a partner of a FTSE100 Wealth Management organisation. Adam advises both private individuals and corporate clients on all aspects of financial planning. In his spare time, Adam’s family keep him busy although he does manage to play football once a week.

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.


Newcastle Office

Collingwood Buildings
38 Collingwood Street
Newcastle Upon Tyne
NE1 1JF

0191 2299722


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Northallerton Office

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

01609 760960


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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.