IFA Northallerton ~ Mortgages North Yorkshire

We are Independent Financial Advisers, and as such can offer you unbiased financial and mortgage advice from the marketplace as a whole.

Based in Northallerton, 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 Teesside and Yorkshire.

Easby Gale & Phillipson are Independent Financial Advisers, incorporating Easby Financial Management Ltd and Gale & Phillipson (Life & Pensions) Ltd. The adviser team boasts over 150 Years cumulative financial services experience.

Gale & Phillipson began its insurance business in 1904 and has for many years had its main office in Northallerton, advising clients across not just North Yorkshire, Teesside and County Durham, but also nationally.

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.

We offer individual 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.

We also have ‘Links’ to local professional services organisations such as solicitors and accountants.

All our advisers are qualified above the 'normal industry standard', to Diploma and, all/part qualified Advanced Financial Planning Certificate level. We also have a 'Technical and Business Development Manager' who is a qualified 'Chartered Financial Planner', and who has the responsibility of ensuring all our clients get the best ‘Technical’ advice.

We offer all our a clients a 'no obligation' initial meeting to understand their financial planning objectives, and subsequently the client will be given the option to pay for our advice by fees or commission.

So for all your personal or business financial planning needs, Easby Gale and 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!

Mortgages North Yorkshire ~ Darlington, Middlesbrough, Sunderland & Harrogate

Independent Financial Advisers. We work on your behalf
Our flexible approach allows us to provide face-to-face consultations, and to conduct business by post or via the internet.

Your home may be repossessed if you do not keep up repayments on your mortgage.

EASBY GALE & PHILLIPSON is a trading style of Gale & Phillipson (Life & Pensions) Ltd and Easby Financial Management Ltd which are authorised and regulated by the Financial Services Authority and are entered on the FSA register (www.fsa.gov.uk/register) under references 142752 and 195080 respectively.

For advice on any of the above, Contact Us now.

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