Financial Planning

Offering whole of market financial planning services to personal, corporate and trustee clients throughout England.

Private Clients

We provide a wide range of financial planning services to help private clients to manage their financial affairs to meet their life objectives.

Whether you are new to financial planning or you need us to review your existing financial arrangements, we provide straightforward financial planning advice on a number of areas - depending upon which stage of your life you have reached.

Corporate Clients

All too often businesses grow and all profits are either reinvested or drained out and mismanaged.

All business owners should have a wealth accumulation plan. Working alongside your accountant, we can help you minimise your taxes, fund your retirement and protect your business.


Financial Planning Resources

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Privacy Statement

Gale and Phillipson Ltd and its subsidiaries Gale & Phillipson (Life & Pensions) Ltd and Gale & Phillipson (Financial Management) Ltd are authorised and regulated by the Financial Conduct Authority (FCA 431387, 142752 and 195080) and all trade under the name Gale and Phillipson. Registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.