Retirement Advice Newcastle

As a firm of Financial Advisers who provide specialist retirement advice in Newcastle, our team work with you to provide an initial free retirement planning and pension review, followed by tailored retirement planning advice.

Planning your retirement can seem daunting. Our advisers are here to help you plan for a better future, both before and during your retirement years.

We work with you to review what you can afford to put away. We also your retirement income is being managed correctly.

Although retirement planning can seem like a minefield, working out how much money you’ll need to
retire comfortably is easier than you’d think. Our retirement advisers can help you to make the most of your retirement.

Helping clients with retirement advice in Newcastle

Clients tell us what helps them to sleep easy at night is having a retirement plan that takes away the stress of any uncertainty.

We can help you to build a retirement plan that will help you manage your money at any stage:

  • pre-retirement
  • retirement
  • your later years

As an established independent financial advice 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.

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

Newcastle Retirement Advice Team

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Alan Sneddon

New Business 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
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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.