Financial Planning 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 Planning Newcastle

Gale and Phillipson offer financial planning services across Newcastle, helping both private and corporate clients. Our Advisers help you to look after your money and prepare for your future.

Money can be a difficult thing to manage, especially when encountering things such as inheritance tax and investments for the first time. Furthermore, you will want to secure your family’s financial future by getting your finances in order.

By working with us, you can:

  • Get help getting your finances in order
  • Plan to secure your financial future

Our advisers can work with you whether you have never undertaken any financial planning before or you are just looking to improve your current arrangements.

We work with private clients from Newcastle and surrounding locations, to help you:

  • plan for your future
  • financially protect your family and
  • obtain financial peace of mind

Our clients live busy lives which is why we strive to make creating, protecting, and managing your wealth as easy as possible. We have high levels of expertise and experience spanning across the financial planning spectrum.

Personal Clients

Our personal services incude:

  • personal mortgages and insurance
  • tax efficient investing
  • growing money with savings and investing

Corporate Clients

If you have a business in Newcastle, Gale and Phillipson can help you too. We work with business owners to make sure they take the correct course of action for both their personal wealth and the business’ finance.

Our corporate team is made up of wealth planning advisers in Newcastle who all have years of experience dealing with corporate finance.

Our team can help keep your businesses finances on track, offering advice on areas such as cash management, retirement planning and establishing workplace retirement schemes. We help you take care of these financial areas so that you have more time to focus on growing your business and adding another success story to the area.

For financial advice, personal or corporate, our Newcastle team are on hand to help. Call us today on 0191 468 2500 or send an email to to find out more about how we can help you and your financial future.

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

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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 and Gale and Phillipson Consulting Ltd are appointed representatives 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, 811525, 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.