Financial Planning

Financial Planning

Financial planning services to help you manage your financial affairs to meet your life objectives

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. Call us and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. You can also arrange to visit us at one of our offices for a no-obligation meeting.

How we help

We provide a wide range of financial planning services to help you manage your financial affairs to meet your life objectives.

Whether you are new to financial planning or you need us to review your existing financial arrangements, we provide straightforward advice on a number of areas – depending upon which stage of your life you have reached.

Offering the following whole of market financial planning services to personal, corporate and trustee clients throughout England:

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

Financial Advisers

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Ashley Bell

Wealth Planning Adviser

Daniel Coburn

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

Olivia Kennedy

Wealth Planning Adviser

Russell Leigh

Wealth Planning Adviser

Robin Joyner

Wealth Planning Adviser

Jay Lopian

Wealth Planning Adviser

Douglas Macnaught

Wealth Planning Adviser

Mark Mann

Wealth Planning Adviser

Beth Pirrie

Wealth Planning Adviser

Carl Philip Baker

Wealth Planning Adviser

Anthony Posner

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

Ben Sosner

Wealth Planning Adviser

Darren Smith

Wealth Planning Adviser

Elaine Snow

Wealth Planning Adviser

David Walton

Wealth Planning Adviser

David Weston

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.

Get in Touch
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.

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