New Business Team

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Everyone should keep some of their wealth in cash savings. After the economic turbulence of recent years, the need to hold some cash has never been clearer.

Call us now and one of our DCM New Business Team will be happy to help or arrange a call back

The Dynamic Cash Management Service is designed to manage your cash to deliver consistently competitive rates of interest on your cash savings.  We build a bespoke cash portfolio based on your liquidity requirements.  Your cash is actively managed on an ongoing basis to prioritise security, while minimising administration.

Our client management team research and select the most suitable accounts for you from the whole of the cash savings market.

Choosing competitive accounts from reputable institutions for our clients. We move the money when rates change and new opportunities arise. We arrange the paperwork and we keep our clients informed.

Call us now and one of our DCM New Business Team will be happy to help or arrange a call back

Call us now and one of our New Business Team will be happy to help or arrange a call back
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Savings Team

Andrew Featherstone

Andrew Featherstone

DCM New Business Manager

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Telephone 01748 829919
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Kirsty Grainger

Kirsty Grainger

DCM Operations Manager

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Alan Sneddon

Alan Sneddon

Director

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Telephone 01748 829911

Related Resources View All Resources

Transferring ISAs

If you have accumulated a number of Individual Savings Accounts (ISAs) over the years, keeping them all in one place could give you better control and help you save money. There’s a common misconception that you can’t move your existing ISAs from one provider to another. Transferring your ISAs doesn’t affect its tax-efficient status, but you should make sure that you don’t have to pay penalties or give up valuable benefits.

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Savings black hole

It’s important to set aside money for the future and protect it from inflation, whether it’s a rainy day fund to cover unexpected events or for longer-term goals.

Download PDF

Our Locations

Newcastle

4th Floor
18-24 Grey Street
Newcastle Upon Tyne
NE1 6AE
0191 468 2500

Richmond

Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB
01748 825971

Northallerton

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA
01609 760960

London

Railway House
1 Whittlebury Mews East
London
NW1 8EQ
0207 483 4488

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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