Financial Planning
Financial Planning

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.
Private Clients

Inheritance Tax

Retirement Planning

Care Fees Planning

Tax Efficient Investing

High Earners

Protection

Corporate Clients

Corporate Protection

Group Pension Scheme

Directors Pension

Automatic Enrolment
Investment Management
Investment Management

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.
Discretionary Investment

Advisory Management Services

Investment Committee
Cash Savings
Cash Savings

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.
About Cash Management

Who can use DCM services?

How DCM Works

Contact DCM
Mortgages
Mortgages

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.
Mortgage Deals

Mortgage Calculator

Our Mortgage Team

Equity Release Advice

Protection

Mortgage Offices
Corporate
Protection
Team

Structured Investment Management Service (SIMs)

We do the work and you call the shots

We all have good intentions of researching financial markets and making changes to our investments but in today’s fast moving world, many people do not have the time, inclination or expertise to actively manage their own investments.

Working together with your Financial Adviser, our solution is for our in-house Investment Analysts to invest in a pre-approved panel of funds that is specifically designed to allow you to benefit from a range of investment expertise in fund research, portfolio construction and investment management.

Hover over the image on the right hand side to download our brochure

Structured Investment Management Service (SIMs)

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Working together with your Financial Adviser, our solution is for our in-house Investment Analysts to invest in a pre-approved panel of funds that is specifically designed to allow you to benefit from a range of investment expertise in fund research, portfolio construction and investment management.

Download PDF

Got a question?

Contact one of our team.

Get in Touch

London Office

Railway House
1 Whittlebury Mews East
London
NW1 8EQ

020 7483 4488

enquiries@galeandphillipson.co.uk

Newcastle Office

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

0191 468 2500

enquiries@galeandphillipson.co.uk

Northallerton Office

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

01609 760960

enquiries@galeandphillipson.co.uk

Richmond Office

Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB

01748 825 971

enquiries@galeandphillipson.co.uk

Meet Our Team

Speak to a practical and experienced financial advisor

Get in touch with a member of our team

Get in Touch

Find out more about our range of service.

For further details please contact us.

Visit Us

We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London | Swanley | Hertfordshire | Camberley

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522). Gale and Phillipson (Herts) Ltd is an appointed representative of Gale and Phillipson Advisory Services Ltd. Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 703337).All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391. Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB. ♦ Gyr Financial Consulting Limited is an appointed representative of Gale and Phillipson Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority. (Reference numbers 811525 and 142752 respectively) Gale & Phillipson Advisory Services Ltd trades as Gale and Phillipson. Registered in England and Wales number 11334836. Registered Office: Level 1 Brockbourne House, 77 Mount Ephraim, Tunbridge Wells TN4 8BS.

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