Private Clients

Private Clients

With people being so busy nowadays, having one less thing to worry about in their busy lives –  especially when it can help save money and time – is what our clients find really valuable. We help our personal clients to create, protect, and manage their wealth.

Gale and Phillipson offer comprehensive financial planning for private clients, understanding that your first priority will usually be protecting your family and investing in your future.

Working together with you, our Financial Advisers work with you to make a plan to meet your financial objectives. Call us and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. You can also arrange to visit us at one of our offices for a no-obligation meeting.

Testimonials

We help private clients have peace of mind.

From making decisions about personal mortgages and insurance, to growing your money with savings and investments, we are committed to ensuring our clients and their families can protect their wealth from paying any unnecessary tax and can avoid any waste of money.

We understand the complexities involved in obtaining the most appropriate financial protection, savings and investments to meet your requirements, and can help to establish and prioritise your immediate needs within a range of key areas. Then we can find the most suitable product from the whole of the market as independent advisers to achieve your goals.

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

Wealth Planning Advisers

Craig Annan

Wealth Planning Adviser

Victoria Atherton

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Terry Davies

Wealth Planning Adviser

Lucy Davison

Wealth Planning Adviser

Derek Dryden

Wealth Planning Adviser

Adam Henderson

Wealth Planning Adviser

Lee Jacobs

Wealth Planning Adviser

Douglas Macnaught

Wealth Planning Adviser

David McElhoney

Wealth Planning Adviser

Paul Moat

Wealth Planning Adviser

Tim Piper

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

David Weston

Wealth Planning Adviser

Henrietta Winstanley

Wealth Planning Adviser

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.

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Visit Us

We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

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Privacy Statement

Gale and Phillipson Ltd and its subsidiaries Gale & Phillipson Life & Pensions Ltd and Gale & Phillipson Financial Management Ltd are authorised and regulated by the Financial Conduct Authority (FCA 431387, 142752 and 195080) and all trade under the name Gale and Phillipson. The FCA does not regulate Dynamic Cash Management. The Companies are registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, North Yorkshire, DL10 4TB. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. Click here for full details of important information and for details of our privacy notice.

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