Gale and Phillipson is an independent whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients.
Here at Gale and Phillipson we understand the complex financial needs of long-term care planning and specialise in later life financial advice. We can provide you with reassurances, practical help and guidance to help you make the right decisions at the right time.
Where to start when care is needed?
Speak to one of our team of qualified Specialist Later Life Advisers who are also members of the Society of Later Life advisers (SOLLA). This provides you with the reassurance you are receiving advice from financial advisers with specialist knowledge and understand of later life financial matters.
Our advisers are selected for their specialist expertise and knowledge as well of their friendly and empathetic manner. We understand that planning for later life can be difficult for all concerned and we do out best to make it a little easier.
Being accredited to SOLLA, means our advisers can help you with care fees planning as we understand the long-term care system in the UK and provide suitable advice and recommendations, by:
- Working with you to understand your long-term care planning needs and ensure you are put in the strongest possible position to make the right decisions for now and the future
- Helping you to understand the care fees and funding options in simple terms
- Removing any anxiety, confusion or distress you may be experiencing and providing peace of mind
- Sourcing information on the options available to you, ranging from care in your own home, through sheltered housing and care villages, to residential care homes with and without nursing care.
- Guiding you through the maze of legislation, benefits and financial options so that you can be sure that you make the right decisions for the right reasons for your family.
Meet Our Advisors
Lucy Davison – Wealth Planning Adviser
Lucy has over 20 years experience in the financial services industry. She joined the company in 2012 after a highly successful career in banking, latterly providing financial advice to Halifax clients. Lucy specialises in financial planning and investment advice for clients in later life and is a member of the Society of Later Life Advisers (SOLLA).
Email Lucy – lucy.Davison@GaleandPhillipson.co.uk
David McElhoney – Wealth Planning Adviser
David joined the company in 2010, having spent 25 years in the financial services industry. As a Chartered Financial Planner, David advises both personal and Corporate clients on all financial planning needs. Accredited as a member of the Society of Later Life Advisers (SOLLA), David specialises in matters surrounding later life financial advice (Investments, IHT, Equity Release, Care Fees Planning).
Email David – DM@GaleandPhillipson.co.uk
Sandra Sanderson – Wealth Planning Adviser
Sandra joined the company 1998, having previously worked as a Building Society Manager for Cheltenham and Gloucester and having worked in the financial services industry since 1981. As a Chartered Financial Planner with over 20 years experience in Financial Services, Sandra advises clients in areas such as investments, pre and post retirement planning, protection and estate planning. Sandra also holds specialist long term care qualifications and is an accredited adviser of the Society of Later Life Advisers (SOLLA), and an Affiliate Member of the Society of Trustee and Estate Practitioners (STEP)
Email Sandra – sandra.Sanderson@GaleandPhillipson.co.uk
How to contact Gale and Phillipson
Gale and Phillipson has four offices throughout the UK
Tel: 01609 760960
Tel: 01748 825971
18-24 Grey Street
Newcastle Upon Tyne
Tel: 0191 468 2500
1 Whittlebury Mews East
Tel: 020 7483 4488
Contact us today
Arrange your no obligation personal Later Life review now by calling one of our UK branches or email firstname.lastname@example.org and our team will offer friendly support, encouragement and help to find answers to your questions.
Trinity House, Thurston Road
Tel: 01609 760960