Northallerton Office
Our experienced financial planners in Northallerton have been providing expert financial advice for many years.
Financial planning services in Northallerton
At Finli, our financial planners in Northallerton offer expert advice and personalised solutions to help you navigate your financial journey. From achieving long-term goals to managing day-to-day uncertainties, we’re here to guide you every step of the way.
Our financial services in Northallerton include:
- Financial Planning: Bring together all aspects of your financial life with a holistic plan tailored to your goals.
- Estate Planning: Protect your legacy with effective strategies for future generations.
- Savings & Investments: Grow and safeguard your wealth with expert guidance.
- Mortgages & Protection: Secure your financial future with tailored advice on mortgages and protection plans.
- Retirement & Pensions: Plan for a comfortable retirement with expert pension advice and strategies.
Our Northallerton team is dedicated to helping you achieve financial confidence and success. Speak to our team today to get started.
Our Financial Planners in Northallerton
Derek Dryden Financial Planner
A specialist in holistic financial planning, Derek joined the company in 1999, having started his financial services career working in London in 1990.
Derek is an investment specialist and works with clients in putting together effective and workable financial plans for life, that focus on tax planning, protection and building/preserving capital.
As an Arsenal season ticket holder, Derek spends an unhealthy amount of his free time being entertained by the Gunners.
Douglas MacnaughtFinancial Planner
Douglas joined the company in 2007 and holds the Diploma in Financial Planning. He has over 15 year’ experience in the financial services industry, with roles including Ernst & Young and a financial adviser firm in Richmond.
Douglas holds a degree in Economics and Marketing. When not spending time with his young family, he enjoys playing football and has an interest in film and music.
Donna ReadFinancial Planner
Donna started working for the company in 2001, having worked in a variety of roles until she became qualified as a Financial Adviser in 2004. She now specialises in advising both personal and corporate clients on all financial planning needs.
Donna holds the Diploma in Financial Planning and the CeMAP Mortgage Advice qualification. In her spare time, she enjoys swimming, reading and chasing after her little boy.
James DowningFinancial Planner
James has worked in Financial Services since graduating from university where he read Law. James started his career with Aviva and has worked in Intermediary Sales and as a Platform Specialist at both Aviva and Quilter (formerly Old Mutual Wealth).
More recently he has been advising clients across Teesside and the North East focusing on Pensions and Retirement Advice.
Outside of work, he is married and a proud father. He is a Formula 1 racing fan and over the last couple of years has been learning to play golf.
Paul ReevesFinancial Planner
Paul joined the company in 2012. Having entered financial services in 1997 as an insurance agent, then area manager, Paul has held various advisory roles.
These advisory roles include spells at Friends Life and Aviva which took him all over the UK. He then set up his own small IFA business in 2007, which he ran successfully for 5 years until joining Gale & Phillipson.
Paul holds level 4 Diploma in Financial Planning and enjoys working with both personal and corporate clients, with a keen interest in retirement and investment planning.
In his spare time, Paul enjoys running, cycling, hill walking, football, travelling and photography.
Sandra SandersonFinancial Planner
Sandra joined the company in 1998, having previously worked as a Building Society Manger 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 Servies, 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).
