Gale and Phillipson

Independent Financial Adviser  Gale & Phillipson Financial Management Ltd, Scarborough, North yorkshire, YO12 4HA
First meeting at adviser's own cost
Personal & corporate financial planning advice at clear and reasonable rates; Assurances in handling your finances with a friendly approach.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
David McElhoney MBA DipPFS Certs CII (MP&ER)
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered Financial Planner
Lucy Davison CeFA DipFA
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

David Weston
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Paul Reeves
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Alison Harrison
Wealth Planning Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Tim Piper
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Derek Dryden
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Sandra Sanderson
Financial Planning Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Later Life Accredited Adviser
Donna Read
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
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
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 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
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.

Where to find us
Head office address: Gale & Phillipson Financial Management Ltd, Trinity House, Northallerton Business Park, Thurston Road, North Yorkshire, Northallerton, DL6 2NA
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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