Directors Pension

While you may be used to producing business plans to manage and develop your business, you may not apply the same discipline to creating a Directors Pension plan You also may not have reviewed your own investments for some time, which means they might not be appropriate for your current circumstances or for your longer term pensions goals. Call us now and one of our Financial Advisers will be happy to help or arrange a call back

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:

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

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

Corporate Advisers

Paul Bain

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

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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 is an appointed representative 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, 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. Gyr Financial Consulting Limited is an appointed representative of Gale and Phillipson Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority. (Reference numbers 811525 and 142752 respectively) Gale & Phillipson Advisory Services Ltd trades as Gale and Phillipson. Registered in England and Wales number 11334836. Registered Office: Level 1 Brockbourne House, 77 Mount Ephraim, Tunbridge Wells TN4 8BS.