Pension Advice Newcastle

Our pension advisers work with clients by providing an initial individual retirement planning and pension review, working with them to understand their objectives – both in the short term and the long term. Our team would then undertake research and provide tailored retirement planning recommendations to help clients plan for, enter into and navigate their way through their retirement.

Providing specialist pension advice in Newcastle, we provide a range of retirement and pension planning services.

By working with clients to review what income they want to retire on, what they can afford to put away and reviewing how retirement income is being managed correctly once retired, our retirement and pension advisers in Newcastle can help you to make the most of your retirement.

Experienced in providing specialist pension advice in Newcastle

With over 115 years experience in financial services, our Pension Advisers can help you develop the right retirement plan to make it affordable for you and to enable you to make the most of tax reliefs available.

As an established independent financial services company in Newcastle, we recognise that the pensions world never stands still.  We are able to provide advice and guidance on all aspects of retirement planning and how it interacts with Government legislation, taxation, means-testing and state provision including the State Second Pension (S2P).

With clients across Tyne & Wear: Newcastle upon Tyne, Sunderland, Durham, and Gateshead, we provide clients with straightforward retirement and pension advice, at your home or at our offices.

Call us on 0191 468 2500 and one of our Pension Advisers will be happy to help or arrange a call back

Newcastle Pension Advice Team

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

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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 | 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.