Retirement Planning 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. Call us on 0191 468 2500 and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. Download our brochure for more information about how we can help.

Retirement Planning and Pensions Newcastle

At Gale and Phillipson, we offer retirement planning in Newcastle, helping people firstly to get their pensions in order, so that they do not suffer the financial repercussions later in life. Starting with identifying your retirement goals our team of expert financial planners provide advice and steps to help take you from where you are to where you want to be, assisting with elements such as pensions.

Our retirement advisors will work with you to understand the age you wish to retire and the flexibility of income you require post retirement and will guide you with their expert knowledge to help you reach your retirement and pension goals. Our team of financial experts have been successfully helping people with retirement planning in Newcastle for years – thanks to their ability to draw on a wealth of knowledge regarding the effects of inflation and more, which they have acquired through years of experience in the financial industry.

Drawing on all their financial knowledge and understanding of your personal goals, our team help you make good pension and retirement decisions through sound personal recommendations. They can work on everything from drawing up initial retirement plans to reviewing existing plans, drawing benefits from current schemes and planning early retirements.

Independent Pension Advice Newcastle

Pensions are one of the biggest parts of retirement planning and general personal finance planning, which is why we provide a pension advice service in Newcastle. We help people to secure their financial future. We offer no obligation pension reviews which will help to give you a better understanding of how your pension works as well as how well it is performing including whether or not it makes the most of the opportunities available to you.

From there our independent pension advisors can work with you to help you make the most of your pension schemes and guide you on entering new schemes as either as a standalone service or as part of planning your retirement. Our advisors will assist you with making decisions, both big and small, that require the input of a well-informed finance and pensions expert. They will make sure you don’t face dilemmas (such as whether to extract money from your pension) alone, helping you weigh up the positives and negatives before you make a decision.

We understand that the world of pensions never stays still and are able to give up to date advice and guidance on all aspects of retirement (such as pensions) and information on how they interact with taxation, Government legislation and more.

For retirement planning and independent pension advice in Newcastle contact Gale and Phillipson, financial experts who care about your future.

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 Planning Team

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Alan Sneddon

New Business Wealth Planning Adviser

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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.