About Us

Gale and Phillipson is an independent whole-of-market financial planning firm, offering services to personal, corporate and trustee clients. Our financial planning can help to reduce your risk, increase your return, reduce your costs, reduce your tax and save on your administration. Call us now and one of our Financial Advisers will be happy to help or Arrange a call back

Our Mission

Our mission is to add value to our clients by delivering excellent financial advice and investment management services.

Background

Gale and Phillipson dates back to 1904. We have a strong history and enviable reputation for providing innovative, professional and secure financial planning and wealth management services.

The Team

The team includes experts from investment management, high net worth banking, actuarial, legal and wealth management backgrounds.

Wealth management services

Our wealth management services are innovative, competitive, and robust, and 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 and mortgage advisers 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.

Our commitment to carbon offsetting

To offset our carbon emissions, we’re pleased to announce that Gale and Phillipson are making a contribution to World Land Trust’s (WLT) Carbon Balanced programme, which protects carbon rich wildlife habitats in the tropics.

WLT are an international conservation charity that works to protect the world’s biologically significant and threatened forests in key areas of conservation importance, preventing CO2 emissions and enhancing the carbon they store.

We aim to be a long-term supporter of WLT and our agreement with them is the first step in a Corporate Social Responsibility initiative. Our initial focus is to hold more meetings remotely, travel less and move more of our business to electronic, and recognise there is more to do.

Call us and one of our team will be happy to help or arrange a call back

Financial Advisers

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Ashley Bell

Wealth Planning Adviser

Daniel Coburn

Wealth Planning Adviser

Lucy Davison

Wealth Planning Adviser

Derek Dryden

Wealth Planning Adviser

James Downing

Wealth Planning Adviser

Alison Harrison

Wealth Planning Adviser

Daniel Haley

Wealth Planning Adviser

Lee Jacobs

Wealth Planning Adviser

Olivia Kennedy

Wealth Planning Adviser

Russell Leigh

Wealth Planning Adviser

Robin Joyner

Wealth Planning Adviser

Jay Lopian

Wealth Planning Adviser

Douglas Macnaught

Wealth Planning Adviser

Mark Mann

Wealth Planning Adviser

Beth Pirrie

Wealth Planning Adviser

Carl Philip Baker

Wealth Planning Adviser

Anthony Posner

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

Ben Sosner

Wealth Planning Adviser

Darren Smith

Wealth Planning Adviser

Elaine Snow

Wealth Planning Adviser

David Walton

Wealth Planning Adviser

David Weston

Wealth Planning Adviser


Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd and Gale and Phillipson Consulting Ltd are appointed representatives of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 811525, 703337). All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB.