Independent Financial Advice Newcastle

With over 115 years experience in financial services, the team of experienced advisers at Gale and Phillipson provide independent financial advice and investment management services across Newcastle upon Tyne and the wider North East.

Independent Financial Advice Newcastle

From an initial review of your existing investments or pensions to the creation of a long-term plan for your finances, our advisers provide you with both financial advice and investment management services. We will meet with you to discuss and assess your current needs and long-term aims, continuing to review your financial goals on a regular basis.

Our team will work with you to provide a bespoke personal financial plan, and can review your existing assets and restructure them in the most tax-efficient way, to ensure your assets. 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 and provide planning advice for future generations.

We provide a range of retirement and pension planning services, working with clients to undertake an initial individual retirement planning and pension review, followed by providing them with an individual retirement plan.

Straightforward independent financial advice for clients across Tyne & Wear: 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

Independent Financial Advisers Newcastle

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Newcastle Office

Suite E3b, E Floor
Milburn House
Dean Street
Newcastle upon Tyne

0191 468 2500

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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.