1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Yorkshire And The Humber
  6. breadcrumb-arrow
  7. North Yorkshire
  8. breadcrumb-arrow
  9. Richmond
  10. breadcrumb-arrow
  11. Gale and Phillipson

Gale and Phillipson

Independent Financial Adviser  Gallowfields House, Richmond, North Yorkshire, DL10 4TB
check
FCA authorised
Last authorised 20th September 2021
Personal & corporate financial planning advice at clear and reasonable rates; Assurances in handling your finances with a friendly approach.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Protection/Life Insurance
check
Long term care
Meet our advisers
MR Terry Davies Dip PFS
Wealth Planning Adviser
MR Douglas Macnaught BA Dip PFS
Wealth Planning Adviser
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, North Yorkshire, 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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Gallowfields House, Fairfield Way, Richmond, North Yorkshire, DL10 4TB

Similar advisers near you

Acumen Investment and Pension Solutions
Independent Financial Adviser 0.51 mi
We are totally independent, which means we are not tied or restricted to use any particular provider or product.
 
See profile
Flying Colours
Independent Financial Adviser 3.15 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
Acumen Investment and Pension Solutions
Independent Financial Adviser 10.19 mi
We are totally independent, which means we are not tied or restricted to use any particular provider or product.
 
See profile
Retirement Solutions (UK) Ltd
Restricted - whole of market 10.93 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
See profile