Independent Financial Advice Newcastle

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.

Newcastle Team

Victoria Cudlip

Wealth Planning Adviser

Victoria joined the company in 2017, having spent 8 years in the financial services industry. Prior to joining Gale and Phillipson, Victoria worked for a national Independent Financial Advice firm where she developed her knowledge in helping clients with a wide range of both corporate and personal financial planning needs. In a world of changing markets and legislative pitfalls, Victoria helps clients to build and preserve wealth and avoid unnecessary tax by advising on savings and investments, pre and post retirement planning, and personal family protection. Victoria also works with corporate clients to protect their businesses and help directors to extract profits in a tax efficient manner.

In her spare time, Victoria enjoys time with her husband and dogs and enjoys sports such as running - she is doing the great north run in September - and also enjoys playing golf.


Paul Moat

Wealth Planning Adviser

Paul joined the company in 2016, working from our Newcastle office. Paul had worked in financial services for 14 years and has previously gained a wide range of experience within UK banks in the Commercial and Private banking departments. Before joining Gale and Phillipson, Paul worked for a national Independent Financial Advice firm where he developed his knowledge in the independent market. His expertise lies in dealing with private clients, directors and clients looking at retirement. Paul also helps Directors to protect key employees and extract profits in a tax efficient manner, advising clients on managing the taxation, risk and costs of their wealth. In his spare time, Paul enjoys golf, football, running, and has a 'new found' hobby of climbing.

Craig Annan

Wealth Planning Adviser

Craig joined the company in 2016. He has over 22 years’ experience in the financial services industry - the majority of which has been working as an Independent Financial Adviser. Craig works with clients who have a wide range of personal financial planning needs and has a wealth of experience in all areas of financial planning, however he does specialise in pre- and post-retirement advice, wealth management, inheritance tax and estate preservation. He also works with corporate clients to look at areas of corporate protection.

As a country boy at heart, Craig enjoys using his spare time to enjoy travelling, fly fishing, walking, discovering new restaurants and live music.

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.


Newcastle Office

Collingwood Buildings
38 Collingwood Street
Newcastle Upon Tyne
NE1 1JF

0191 2299722


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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…


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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