Gale and Phillipson

Independent Financial Adviser Trinity House, Thurston Road, Northallerton, Northallerton, North Yorkshire, DL6 2NA
FCA verified
19th November 2018
Personal & corporate financial planning advice at clear and reasonable rates; Assurances in handling your finances with a friendly approach.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Donna Read
Wealth Planning Adviser
Derek Dryden
Wealth Planning Adviser
Tim Piper
Wealth Planning Adviser
Sandra Sanderson
Financial Planning Consultant
Lucy Davison CeFA DipFA
Wealth Planning Adviser
David Weston
Wealth Planning Adviser
David McElhoney MBA DipPFS Certs CII (MP&ER)
Wealth Planning Adviser
Where to find us

Trinity House, Thurston Road, Northallerton, Northallerton, North Yorkshire, DL6 2NA

About us

Our services include comprehensive and focused financial planning, a whole-of-market discretionary cash management service, a discretionary multi-asset investment management service and advisory investment management to support you when you need to make investment decisions. Gale and Phillipson has offices in London, Northallerton, Richmond, Newcastle upon Tyne, and Lymington. We serve clients throughout the UK. As an independent whole-of-market firm, we consider all investment and financial planning options available to you – not just a favoured few.

Our services

Gale and Phillipson provides Financial Planning, Investment Management and Cash Management services. Dating back to 1905, the company has a strong history and enviable reputation for providing innovative, professional and secure wealth management solutions. We also offer a range of services designed for specific client needs. Our team includes experts from investment management, high net worth banking, actuarial, legal and financial planning backgrounds.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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