Gale and Phillipson

Independent Financial Adviser Trinity House, Thurston Road, Northallerton, Northallerton, North Yorkshire, DL6 2NA
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th June 2019
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
Lucy Davison CeFA DipFA
Wealth Planning Adviser
David McElhoney MBA DipPFS Certs CII (MP&ER)
Wealth Planning Adviser
Accreditations
Chartered Financial Planner
Donna Read
Wealth Planning Adviser
Derek Dryden
Wealth Planning Adviser
Tim Piper
Wealth Planning Adviser
Sandra Sanderson
Financial Planning Consultant
Accreditations
Later Life Accredited Adviser
David Weston
Wealth Planning Adviser
Paul Reeves
Wealth Planning Adviser
Alison Harrison
Wealth Planning Adviser
What our clients say
I found Derek to be extremely patient and understanding. He is also very relaxed and easy to talk to but at the same time showing complete professionalism and expertise. I am very impressed at how quickly he responds to any worries or queries that I may have. I would certainly have no hesitation in recommending his services to anybody.
Jude, North Yorkshire
I used Paul, on recommendation from a friend in relation to my first mortgage. Given that I knew next to nothing about mortgages, Paul spent considerable time making sure I understood absolutely everything. Form filling was all very straight forward and the advice provided was easy to understand.
Paul, West Yorkshire
I have only known Lucy for 15 months but in that time she has listened carefully, understood my situation , and given excellent valuable advice. Lucy is extremely professional and approachable. She answers queries quickly and her personal reports after our meetings are detailed and thorough. She is totally honest and works according to the individual investor`s attitude to risk. I am delighted that I met her and look forward to our future meetings. I have no hesitation in recommending her to other would-be investors.
Judith, West Yorkshire
Where to find us

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

Make an enquiry
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
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 1.36 mi
We are independent financial advisers, which means our duty is solely to you – our client.
 
Independent Financial Adviser 15.31 mi
Incorporating Eckersley Financial Services Limited
 
Independent Financial Adviser 15.67 mi
Independent advice from a Chartered Financial Planner.
 
Financial Adviser (Restricted Whole of Market) 25.29 mi
Financial Planning is more than just numbers - it’s the people and dreams behind the figures that matter the most.