Financial adviser near me

Are you looking for a financial adviser near you?

Our Independent Financial advisers at Gale and Phillipson can help.

Our financial advisers will be able to help you chose the right products at the right moment in your life.

Our overarching aim is for our financial advisers to build long lasting relationships with their clients. As such, our advisers will endeavour to understand and develop your personal financial goals. These goals will be monitored and reviewed as your circumstances change to ensure you are on the right path.

Our first meeting is completely free of charge. This meeting allows us the chance to get to know your current financial situation and see how best we can help. This also gives us the opportunity to get to know you, and for you to get to know us.

Read our brochure to get a better understanding of the services we offer.

Our advisers have clients up and down the country and are very accommodating to your meeting needs. Call us on 01609 760960 and one of our financial advisers will be on hand to help. Or arrange a Call Back here and one of our advisers will get in touch with you.

Call us and one of our team will be happy to help or arrange a call back

Wealth Planning Advisers

David Andrews

Wealth Planning Adviser

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Ashley Bell

Wealth Planning Adviser

Mike Bell

Wealth Planning Adviser

Daniel Coburn

Wealth Planning Adviser

Terry Davies

Wealth Planning Adviser

Lucy Davison

Wealth Planning Adviser

Derek Dryden

Wealth Planning Adviser

James Downing

Wealth Planning Adviser

Alison Harrison

Wealth Planning Adviser

Daniel Haley

Wealth Planning Adviser

Lee Jacobs

Wealth Planning Adviser

Robin Joyner

Wealth Planning Adviser

Jay Lopian

Wealth Planning Adviser

Douglas Macnaught

Wealth Planning Adviser

Mark Mann

Wealth Planning Adviser

Tim Mason

Wealth Planning Adviser

Anthony Posner

Wealth Planning Adviser

Robert Rackliffe

Wealth Planning Adviser & Director

Andrea Purdie

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

Darren Smith

Wealth Planning Adviser

Alan Sneddon

New Business Wealth Planning Adviser

Elaine Snow

Wealth Planning Adviser

David Walton

Wealth Planning Adviser

Michael Walton

Wealth Planning Adviser

David Weston

Wealth Planning Adviser

Henrietta Winstanley

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
Get in Touch

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.