About Us

Gale and Phillipson is an independent whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients. Our financial planning and investment management services 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, investment management and cash management services.


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.

Services include:

These services are designed to meet both simple and complex client needs.

The Team

The team includes experts from investment management, high net worth banking, actuarial, legal and wealth management backgrounds. Furthermore, our Board of Directors consists of both Executive and Non Executive Directors.

Wealth management services

Our wealth management 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.

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, mortgage advisers and investment analysts 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.

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

Terry Davies

Wealth Planning Adviser

Lucy Davison

Wealth Planning Adviser

Derek Dryden

Wealth Planning Adviser

Alison Harrison

Wealth Planning Adviser

Jay Lopian

Wealth Planning Adviser

Lee Jacobs

Wealth Planning Adviser

Douglas Macnaught

Wealth Planning Adviser

David McElhoney

Wealth Planning Adviser

Tim Piper

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

Alan Sneddon

New Business Wealth Planning Adviser

David Weston

Wealth Planning Adviser

Henrietta Winstanley

Wealth Planning Adviser

Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.