Why choose Gale and Phillipson?
Pensions remain one of the most tax-efficient ways for business owners and company directors to save for retirement.
Gale and Phillipson are very experienced in advising owners and directors, in other words we provide clear and professional advice on:
- investments
- pensions and retirement plans
- other policies which you have acquired or invested in over a period of time.
Directors and business owners usually have more complex financial needs as they are usually High Earners, what’s more, we make it our business to stay up-to-date with the latest developments to help High Earners.
Our Advisers help directors plan for their retirement, furthermore advising on the most effective ways to obtain tax relief in respect of pension contributions. We aim to simplify your financial affairs and provide an overall view of your current and projected future financial position.
Call us now and one of our Financial Advisers will be happy to help or arrange a call back