Our Wealth Managers pride themselves in being able to personalise financial solutions for each stage of a client's life. Financial planning is one of the longest professional relationships you are likely to experience and we would normally expect to advise a private client throughout their working life and into retirement.
We all have good intentions of researching financial markets and making changes to our investments, but in today's fast moving world people simply do not have the time, inclination or expertise to actively manage their own investments.
Working together with your Financial Adviser, our in-house Investment Analysts work with you to make investment decisions to reflect your needs, objectives and attitude to risk.
Finding the right mortgage can be exhausting and time consuming. Our mortgage service is simple and straightforward, helping hundreds of people every year find the right deal on their mortgage and life insurance - saving them valuable time and money.
With so many lenders to choose from, you want the most suitable mortgage or remortgage deal no matter what your buying circumstances are.
5th October 2015
We are very proud to see several of our Wealth Planning Advisers and Mortgage Advisers being recognised in the National media for the third year in a row as some of ‘Britain’s Top Rated Professionals’, as featured in The Mail on Sunday.
This year we have seen staff from our Northallerton Office, Richmond Office and Newcastle office achieving recognition.
See the article in full here Top Rated Advisers in UK
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Meet Our Team
Newcastle | Richmond | Northallerton | London | Swanley | Hertfordshire | Camberley
Visit UsGale 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.
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