About Us

Background

Gale and Phillipson dates back to 1905. We have a strong history and enviable reputation for providing innovative, professional and secure financial planning and wealth management services.

Services include:

• comprehensive and focused financial planning
• a whole-of-market discretionary cash management service
• a discretionary multi-asset investment management service and
• advisory investment management

These services are designed to meet both simple and complex client needs.

The Team

The team includes experts from investment management, high net worth banking, actuarial, legal and wealth management backgrounds. Furthermore, our Board of Directors consists of both Executive and Non Executive Directors.

Wealth management services

Our wealth management services are innovative, competitive, and robust. Our clients value them, and the press recognises that they are market-leading. We serve clients throughout the UK.

The group of companies cover a wide range of financial planning, wealth management services and cash savings services.

We work with each of our clients to deliver a tailored personal service, similarly our commitment to our clients is of the utmost importance.

Gale and Phillipson promise to:

• Work with you to understand your financial objectives
• Provide clear explanations
• Deliver on our promises
• Be approachable and straightforward
• Apply our skills and experience to provide the best solutions for your financial needs
• Ensure secure and safe handling of your money and your information
• Commit to transparent and competitive costs and charges

Effective wealth management services can help you make the right decisions to help you achieve your financial goals. Whether there has been a major event in your life or you’re just reconsidering your plans for the future.

Why our wealth management services are different

Staff is recruited for skills and knowledge of financial planning and investments, therefore offering a commitment to providing excellent service to clients. Our financial advisers, mortgage advisers and investment analysts have a vast wealth of experience of dealing with clients with a range of financial objectives. The team is made up from highly qualified specialists in their own fields, or Chartered Financial Planners.  We have a wealth of qualifications and advice specialisms. Furthermore, our continuous professional development programme means our team is constantly updating knowledge to meet changing legislation and the changing face of financial services.