Benefits of becoming a client
In working with our team at Easby Gale and Phillipson, there a number of benefits we provide in helping you with your financial planning:
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We listen to you, understand your financial goals and deliver high quality advice
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We have a wealth of knowledge of a wide range of products, make sound financial recommendations and keep up-to-date with changing markets
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You won't be sold to - we offer you a completely impartial service. We have no ties to any commercial providers or bias towards any fund management group
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We offer you value for money and are very competitive compared with other financial services providers
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You have complete flexibility over your chosen pricing options, to meet your needs. You get to see where your money goes
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Our impartial advisers develop an in-depth understanding of your financial needs and then provide you with the most suitable and bespoke plan of action for your individual circumstances
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You have one named point of contact to make liaison with us easier
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We simplify the paperwork for you to make sure form filling is kept to the absolute minimum necessary
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We remove the hassle of liaising with various financial providers and save you time in researching the many financial options available
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We make ‘no cost' introductions on your behalf to experienced associates from our wide network of professional contacts, which can add further value to supporting your financial requirements
You will also be able to access the Client-only area of our website - see more details below of that this can offer.
Secure website service
By registering and/or logging in to the secure area of our site you can acess the following features, amongst others:
Use our factfind to do keep us up to date with your current contact details/ personal situation.
Quickly and easily complete a range of forms online, which are already pre-populated with your details.
Access our client newsletter, and personal documents which we have uploaded for you.