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 Office

4th Floor
18-24 Grey Street
Newcastle Upon Tyne
NE1 6AE

0191 468 2500


Newcastle News

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Meet the Team - Paul Moat

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…

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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…

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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…


Financial Planning News

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Meet the Team - Paul Moat

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…

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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…

Plan for a comfortable retirement

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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