Easby Gale & Phillipson

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

T: 01609 760960

F: 01609 761189

E: ifa@egandp.co.uk

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Testimonials

Here is what some of our long-standing clients think about Easby Gale & Phillipson and their Advisers:

Easby Gale & Phillipson - A friendly and highly professional approach to finance and investments. They have secured the financial wellbeing and future of myself and my family since 1985. A special accolade to my personal adviser, Tim Piper

Alan H Goodrick , Darlington

“My wife and I have dealt with Richard Rutherford at Easby Gale and Philipson for over 10 years now. Richard has always provided sound and easy to understand advice that suits my families circumstances and we have been confident in recommending Richard and EG+P to many of our family and friends who in turn have experienced the same fantastic service. In a marketplace that is fiercely competitive and with transactions that can be complicated to the layman, Richard Rutherford stands out as a genuine, trustworthy professional that makes dealing with my affairs much easier and less time consuming. Ive no doubt that we will be using and recommending Richard and EG+P for many more years to come”.

Richard McVay,

We have been clients of Richards for over 11 years now, and words cannot convey how much we trust and value his financial guidance. Richard continuously strives to find us the best deals on our mortgage and insurances and is always the first to contact us when there is a money-saving opportunity to be taken. I absolutely cannot fault the friendly and professional service we have ALWAYS received from EG&P, Richard and Kay in particular. They take all the pressure away from us, and for this we are truly grateful. Long may our relationship continue

Claire and Steve Lucas,

EG&P Have been advising us on financial matters for over 12 years. Firstly with the purchase of a property, looking at the best mortgages for our situation, then later overhauling our finances as a whole. We have always been delighted with the service that is provided. Our advisor ensures that we understand everything that is happening, he is consistently professional but is also friendly. He has always made himself accessible to us, whether that is via email or telephone, on any queries that we may have. We are never made to feel that we are a bother if there is something that we are unsure of. We have already recommended EG&P too many of our family and friends and no-one has been disappointed

Karen Ward,

Ive been very happy with the service from Derek because I always felt that he had my best interests/goals at heart; never disdainful of my possible stupid questions or mind explaining something yet again! If my retirement income is at the level with which Im happy that will have been entirely down to Derek and EG&P, thanks!

J Arnold,

The EG&P service is independent, friendly and comes with integrity.

Mrs I B,

For many years Alan Sneddon has been our Financial Adviser. We have found our dealings with him to be on a friendly basis, with all work transacted in an efficient manner. We have always received excellent advice for which we are both most grateful

Mrs Tarran , Hutton Rudby

We have found EG&P very helpful, informative and easy to work with. Sandra Sanderson is our advisor and she is always very organised and can explain financial jargon in an unpatronising way to those of us whom are less financially minded! Definitely a plus

Mr and Mrs C, Leyburn

I would like to comment on the extremely professional manner in which David Weston carried out my requests and financial affairs. Added to this he has conducted himself with a high level of honesty and integrity, explaining to someone with not a lot of financial investment experience, all detail in a straight-forward and uncomplicated fashion. He has explained the financial impact of ‘Redundancy on my investments, and dealt with any issues and queries I had, putting me at ease on many occasions. He does an excellent job – Thank you.

G.D Burns, Maske

“I was introduced to Richard Rutherford from Gale & Phillipson during the course of my job and have worked with him for many years. As I found him to be one of the nicest people I have met I had no hesitation in asking him to deal with my personal affairs which he has done so in a truly professional manner ever since. Nothing seems to be too much trouble for him and his team and I have had no hesitation in recommending G & P to anyone who is in the need for a financial advisor – not something I do lightly.”

Julia Schott,

Donna,
I dont think these statements can really express our thanks and appreciation.
An excellent service which made what could have been an anxious house move a lot smoother & easier .
Pensions & investment advice was also made easy to understand & we have really benefitted from the expert advice offered. Many Thanks

P&T White,

We became clients of Easby Gale and Phillipson in May 2009 after the recent banking crisis of 2007/2008 and have been guided by Donna Thornton. We have found Donna to be a very pleasant and approachable financial adviser and have always found her advice clear and concise. She is always ready to explain things in more detail when asked. It is re-assuring to know that she will keep us informed of any sudden changes in the financial market so that we can make any changes to our portfolio if required. We have no hesitation in recommending Easby Gale and Phillipson.

E & MH,

My wife and I like dealing with Easby Gale and Phillipson, in particular Sandra Sanderson, and previously Katie Dandy, and their respective support team(s).
They are very professional in listening to what service we need (mortgage, insurance, pension, investments), making meticulous records either at our home or in the office, before arranging suitable products.
We have confidence in their knowledge, experience and expertise in helping us choose the products for us. They also have recommended a solicitor for preparing wills and arranging power of attorney. We ask lots of questions but nothing seems to be too much trouble!

Dr & Mrs F.,

EASBY GALE & PHILLIPSON is the trading name of Easby Financial Management Ltd and Gale & Phillipson (Life & Pensions) Ltd which are authorised and regulated by the Financial Services Authority. The Financial Services Authority (FSA) regulates the financial services industry in the UK and their address is 25 The North Colonnade, Canary Wharf, London, E14 5HS. You can check this on the FSA’s Register by visiting the FSA’s website http://www.fsa.gov.uk/register/home.do FSA Number 195080 for Easby Financial Management Ltd and FSA Number 142752 for Gale & Phillipson (Life & Pensions) Ltd, or by contacting the FSA on 0845 606 1234.

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