About Us
We are independent Financial Advisers, and as such can offer you unbiased financial and mortgage advice and marketplace as a whole.
Based in Northallerton in North Yorkshire, we are able to provide consultations at our offices, in the comfort of your home or place of work. The majority of our clients reside throughout Yorkshire and the North of England, although we do have many clients all over the UK.
Easby Gale & Phillipson are Independent Financial Advisers, incorporating Easby Financial Management Ltd and Gale & Phillipson (Life & Pensions) Ltd.
Both parts of the EG&P group are well established with Gale & Phillipson beginning its ‘General Insurance' business in 1904, whilst EFM was established in 1994 in order to deal with all aspects of personal and corporate financial advice for clients of a number of local accountancy practices.
The adviser team boasts over 150 years cumulative financial services experience and offer individual and corporate clients a comprehensive range of services, including:
- Saving money on your mortgage, by researching every lender
- Professionally planning your retirement
- Investing/Saving for growth and/or income to suit the cautious and progressive investor
- Helping clients avoid potential Inheritance Tax
We also help business clients to identify and address a wide range of business needs, including:
- Saving on excessive costs on commercial and business loan repayments
- Saving on excessive premiums for insurances, i.e. Key Man or Share Protection
- Managing your employer-sponsored pension fund re. performance and costs
All our advisers are qualified above the ‘normal industry standard' to Diploma and/or Advanced Financial Planning Certificate level. We also have a ‘Technical and Business Development Department' with advisers qualified to the ‘Chartered Financial Planner' status. The objective of this department is ensure that all our clients get the best and most suitable unbiased ‘Financial' advice.
We offer all our clients a ‘No Obligation Discovery' meeting to understand their financial planning objectives before engaging Easby Gale & Phillipson, and subsequently the client will be given the option to pay for our advice by fees or commission.
Click here to see 'How we work and How we are paid '
So for all your personal or business financial planning needs, Easby Gale & Phillipson can help.
We pride ourselves in giving unbiased honest financial and mortgage advice.
Whether you are looking for advice on investing, retirement planning or a new mortgage, we are in an excellent position to help you. Whatever your goals we are happy to accommodate!
Independent Financial Advisers
We work on your behalf and our flexible approach allows us to provide face-to-face consultations, and to conduct business by post or via the internet.
For advice on any of the above, Contact Us now.
Meet the team
