A strong base to build your business upon - optimising your business opportunities and protecting your assets

With our financial input, business owners can focus on what they excel at – building and developing thriving and profitable businesses.  If you are a company director who is accumulating wealth or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.

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 Can Help

With a strong history, and a team of experienced professionals, we are a dynamic, forward-thinking and ambitious team within a successful small business. Within our corporate work, we aim to help businesses by providing our corporate clients with a unique combination of honest and impartial financial planning advice.

Our flexibility and ability to handle your finances, enables us to act immediately and efficiently in managing your financial requirements. Our Experienced advisers have established relationships with Chartered accountants, lawyers and key decision makers within the major commercial banking institutions. We also work closely with local fund managers to provide access to funding where banks are reluctant to lend.

As a company, we have considerable experience in helping company directors and executives make the right decisions about their financial future, covering the following areas of advice:

  • Business Continuity Planning
  • Group Personal Pension Schemes
  • Auto-enrolment
  • Employee Benefits
  • Directors Remuneration Strategies
  • Corporate Investment
  • Exit Strategies and Succession Planning
Call us and one of our team will be happy to help or arrange a call back

Corporate Team

Victoria Atherton

Wealth Planning Adviser

Paul Moat

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Adam Henderson

Wealth Planning Adviser

Paul Reeves

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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We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

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Privacy Statement

Gale and Phillipson Ltd and its subsidiaries Gale & Phillipson Life & Pensions Ltd and Gale & Phillipson Financial Management Ltd are authorised and regulated by the Financial Conduct Authority (FCA 431387, 142752 and 195080) and all trade under the name Gale and Phillipson. The FCA does not regulate Dynamic Cash Management. The Companies are registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, North Yorkshire, DL10 4TB. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at Click here for full details of important information disclaimer.

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