With offices in Newcastle, London, Richmond and Northallerton, our Wealth Managers pride themselves 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.
We all have good intentions of researching financial markets and making changes to our investments, but in today's fast moving world people simply do not have the time, inclination or expertise to actively manage their own investments.
Working together with your Financial Adviser, our in-house Investment Analysts work with you to make investment decisions to reflect your needs, objectives and attitude to risk.
With many savings accounts offering pitifully low interest rates, you face a new set of challenges when trying to get the most from your cash savings.
Our clients’ cash is actively managed to prioritise security and deliver consistently competitive rates of interest while minimising administration.
Finding the right mortgage can be exhausting and time consuming. Our mortgage service is simple and straightforward, helping hundreds of people every year find the right deal on their mortgage and life insurance - saving them valuable time and money.
With so many lenders to choose from, you want the most suitable mortgage or remortgage deal no matter what your buying circumstances are.
Many individuals find the Inheritance Tax rules too complicated. If you struggle to navigate the UK’s Inheritance Tax regime, you are not alone. Whether you are setting up your estate planning or sorting out the estate of a departed family member, the system can be hard to follow. Getting your planning wrong could also mean your family is faced with an unexpectedly high Inheritance Tax bill.
Railway House
1 Whittlebury Mews East
London
NW1 8EQ
020 7483 4488
4th Floor
18-24 Grey Street
Newcastle Upon Tyne
NE1 6AE
0191 468 2500
Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA
01609 760960
Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB
01748 825 971
Greyfriars,
15 King St,
Richmond
North Yorkshire
DL10 4HP
01748 822088
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Meet Our Team
Newcastle | Richmond | Northallerton | London
Visit UsGale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.
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