Independent Financial Advisor in Northallerton or Darlington

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Easby Gale and Phillipson can trace its 'roots' back to the early 1900's when it started advising on insurance for 'Farmer's'. The company started offering Independent Financial Planning Advice to individual and business clients approximately 40 years ago and its advisers have more than 150 years' experience across all financial areas.

EG&P provide concise, logical advice with high levels of service. What sets us apart is you. We invest time helping clients visualise their financial ambitions, and help them develop and protect their own 'uniquely tailored financial plan'.

We can assist you in all financial planning matters. From helping you establish a deposit on your first home and arranging the mortgage, or protecting your family security, saving and investing for the future. Planning your retirement and maximising tax efficient capital growth whilst minimising Inheritance tax are other considerations.

Below is a table of the main topics on which specialist advice is given by EG&P advisers. However, this does not cover all areas on which advice can be given and if you are unsure please ask.

For an initial 'in confidence' informal discussion, or detailed 'No obligation' review of your personal circumstances, at a time and place to suit you, please contact Phil Morris on the above telephone number(s) or email address.

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