Pension Advice Northallerton

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.

Access to Independent Pension Advice across Northallerton

New pension legislation means you have more flexibility with your pension fund than ever before.

Avoid pension pitfalls and maximise your income in retirement

On one hand taking money out of your pension is a significant decision that shouldn’t be taken lightly, on the other hand doing nothing and sitting on an old pension could mean you can’t take advantage of new opportunities to pass your pension on to your loves ones when you die.

Make the most of pension freedoms by contacting one of our Independent Pension Advisers in Northallerton today for a free initial pension review, which will allow us to work with you:

  • to explain how your pension works
  • to explain how your pension is performing and how much it’s worth
  • to understand any recent pension proposals in the budget that you may need to be aware of
  • to understand whether your pension plans are making the most of new opportunities for death benefits

Up-to-date Pension Advice in Northallerton

The right plan will make sure it is affordable for you and is eligible for the tax reliefs available.

As an established independent pension advice company in Northallerton, 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 Northallerton, Richmond, Bedale and North Yorkshire, we provide clients with straightforward pension and investment advice, at your home or at our offices.

Call us on 01609 760 960 and one of our Pension Advisers will be happy to help or arrange a call back

Northallerton Pension Advice Team

Lucy Davison

Wealth Planning Adviser

David McElhoney

Wealth Planning Adviser

Sandra Sanderson

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

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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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