Financial Advisers Northallerton

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. Call us on 01609 760960 and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. Download our brochure for more information about how we can help.

Financial advisers Northallerton

At Gale and Phillipson in Northallerton, our experienced independent financial advisers provide a range of financial and wealth management solutions on areas such as pensions and retirement planning, tax efficiency, investment management, and estate planning.

Taking the first steps towards your financial future is easy. We will arrange an initial no obligation financial review, where we will listen to and understand your financial needs and goals. Next, we will work with you to develop a personalised financial plan, which we will review regularly as your situation changes over time. Our financial advisers in Northallerton will look at the best way of building a solid foundation for growing and preserving your wealth.

With clients across Northallerton, Darlington, Thirsk and York, we provide clients with straightforward financial and investment advice, at your home or at our offices.

Call us on 01609 760960 and one of our Financial Advisers will be happy to help or arrange a call back

Independent Financial Advisers Northallerton

Lucy Davison

Wealth Planning Adviser

Derek Dryden

Wealth Planning Adviser

James Downing

Wealth Planning Adviser

Alison Harrison

Wealth Planning Adviser

Douglas Macnaught

Wealth Planning Adviser

Beth Pirrie

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

David Weston

Wealth Planning Adviser


Northallerton Office

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

01609 760960

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 | Swanley | Hertfordshire | Camberley

Visit Us

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.