Corporate Clients

Paul joined the company in 2014. He works with clients who have a wide range of either corporate or personal financial planning needs and has a wealth of experience in all areas of financial planning, however Paul does specialise in Inheritance Tax / Trust planning and pre- and post-retirement advice. With over 17 years in the financial services industry - the majority of which was within the High Street Bank Wealth Management division - Paul has worked both as a Financial Adviser and a Manager. In his spare time Paul enjoys spending time with his family but he can often be found covered in mud being put through his paces in the extreme physical challenges of the 'Tough Mudder' obstacle courses.

Adam joined the company in 2014, having spent over 11 years in the industry. Prior to joining Gale and Phillipson, Adam spent 4 years as a partner of a FTSE100 Wealth Management organisation. Adam advises both private individuals and corporate clients on all aspects of financial planning. In his spare time, Adam’s family keep him busy although he does manage to play football once a week.

Paul joined the company in 2012. Having entered the world of financial services in 1997 initially 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 and 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.