Financial Advice Harrogate

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.

For financial advice in Harrogate, we provide a face-to-face meeting at our cost. This first meeting is designed for us to understand your financial goals and needs by listening to your requirements. We can then help you work on a plan of how to meet your financial goals.

How we work

Your financial adviser will work closely with our investment team on a day to day basis, while helping you to make investment decisions that reflect your needs, objectives and attitude to risk.

Similarly, we can help you to structure your assets in a tax-efficient way to help grow and preserve your investments.

Our range of personal services includes:

Also, we can help corporate clients with:

Call us today for a no obligation appointment across Harrogate, Knaresbrough, Boroughbridge, Pateley Bridge, Skipton, York, 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

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Meet Our Team

Speak to a practical and experienced financial advisor

Get in touch with a member of our team

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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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 and Gale and Phillipson Consulting Ltd are appointed representatives 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, 811525, 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.