Independent Financial Advice Newcastle

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 on 0191 468 2500 and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. Download our brochure for more information about how we can help.

Independent Financial Advice Newcastle

With over 115 years experience in financial services, the team of experienced advisers at Gale and Phillipson provide independent financial advice and investment management services across Newcastle upon Tyne and the wider North East.

From an initial review of your existing investments to the creation of a long-term plan for your finances, our advisers provide you with both financial advice and investment management services. We will meet with you to discuss and assess your current needs and long-term aims, continuing to review your financial goals on a regular basis.

Our team will work with you to provide a bespoke personal financial plan, and can review your existing assets and restructure them in the most tax-efficient way, to ensure your assets . 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 and provide planning advice for future generations.

We provide a range of retirement and pension planning services, working with clients to undertake an initial individual retirement planning and pension review, followed by providing them with an individual retirement plan.

 

Straightforward independent financial advice for clients across Tyne & Wear: Newcastle upon Tyne, Sunderland, Durham, and Gateshead, at your home or at our offices.

Call us on 0191 468 2500 and one of our Financial Advisers will be happy to help or arrange a call back

Newcastle Financial Advisers

Victoria Cudlip

Wealth Planning Adviser

Paul Moat

Wealth Planning Adviser

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Adam Henderson

Wealth Planning Adviser

Meet Our Team

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Find out more about our range of service.

For further details please contact us.

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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. The FCA does not regulate Dynamic Cash Management. The Companies are registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, North Yorkshire, DL10 4TB. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. Click here for full details of important information disclaimer.

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