Financial Advice Newcastle

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.

Financial Advice Newcastle

Gale and Phillipson provide a range of financial advice in Newcastle.

At our first face-to-face meeting, we gather information to help us to understand your financial goals and needs. Afterwards, your dedicated financial adviser will work with you to understand your objectives and develop a plan to help you achieve them.

Additionally, our financial advisers work alongside investment analysts to provide a holistic wealth management approach. We can also structure your assets in a tax-efficient way to help grow and preserve your investments.

Our range of personal services include:

Our corporate services include:

Call us today for a no obligation appointment.

Providing straightforward financial advice to clients across Newcastle upon Tyne, Sunderland, Durham, and Gateshead, at your home or at our offices.

Call us on 0191 468 2500 and one of our Financial Advisers will be happy to help or arrange a call back

Newcastle Financial Advisers

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Alan Sneddon

New Business 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 | 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.