Pension Advice

Access to Independent Pension Advice 

Recent Government changes to Pensions Legislation mean you now have more flexibility with your pension fund than ever before. Although you can take money out of your pension now , you don’t want to get left picking up the pieces!

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.

Our Independent Pension Advisers based out of our offices in Newcastle, Northallerton, Richmond and North London, can provide pension advice by working with you to undertake a no obligation pension review, which will explain how your pension works, understand whether your pension plan is making the most of new opportunities and to see how your pension is currently performing.

Up-to-date Pension Advice 

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 North Yorkshire, North London and the North East, 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 Teesside, Yorkshire, North London, Tyne and Wear, Durham and Northumberland, we provide clients with straightforward pension and investment advice, at your home or at our offices.

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

Lucy Davison

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

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Speak to a practical and experienced financial advisor

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Find out more about our range of service.

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.