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

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

Visit Us

Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

Google Analytics Alternative