Dating back to 1905, Gale and Phillipson has a strong history and enviable reputation for providing innovative, professional and secure financial planning and wealth management solutions.
Our 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, which are designed to meet both simple and complex client needs.
Our team includes experts from investment management, high net worth banking, actuarial, legal and financial planning backgrounds. Our Board of Directors consists of both Executive and Non Executive Directors whose role is to ensure that the company meets its obligations to its clients.
Our 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.
Our group of companies cover a wide range of financial planning, investment and cash savings services.