Independent Financial Advice 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.

Independent financial adviser 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

Northallerton Financial Advisers

Lucy Davison

Wealth Planning Adviser

Derek Dryden

Wealth Planning Adviser

Alison Harrison

Wealth Planning Adviser

David McElhoney

Wealth Planning Adviser

Tim Piper

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

Alan Sneddon

New Business Wealth Planning Adviser

David Weston

Wealth Planning Adviser

Northallerton Office

Trinity House
Thurston Road
North Yorkshire

01609 760960

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For further details please contact us.

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We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

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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 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.

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