Private Clients

Gale and Phillipson offer comprehensive financial planning for private clients, understanding that your first priority will usually be protecting your family and investing in your future.

We help private clients have peace of mind.

With people being so busy nowadays, having one less thing to worry about in their busy lives –  especially when it can help save money and time – is what our clients find really valuable.

We help our personal clients to create, protect, and manage their wealth.

From making decisions about personal mortgages and insurance, to growing your money with savings and investments, we are committed to ensuring our clients and their families can protect their wealth from paying any unnecessary tax and can avoid any waste of money.

We understand the complexities involved in obtaining the most appropriate financial protection, savings and investments to meet your requirements, and can help to establish and prioritise your immediate needs within a range of key areas. Then we can find the most suitable product from the whole of the market as independent advisers to achieve your goals.

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. The FCA does not regulate Dynamic Cash Management. The Companies are registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, North Yorkshire, DL10 4TB. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at Click here for full details of important information disclaimer.

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