Our Group

Our group of companies offer a wide range of financial planning, investment management and cash savings services across the UK.

 

Gale and Phillipson has a wide range of services including financial planning, investment management and cash savings. Please see the list below for details on our group of companies:

Our group of Companies & Services

Gale and Phillipson Advisory Services Ltd

Gale and Phillipson Advisory Services Ltd provides independent financial planning services, under the trading name ‘Gale and Phillipson’. The company delivers a wide range of financial planning services to help clients manage their financial affairs to meet their life objectives. Our group provides services to people who are new to financial planning and those looking to review their existing arrangements.  the company provides straightforward financial planning advice.

Gale and Phillipson Investment Services Ltd

Gale and Phillipson Investment Services Ltd provides investment management services, under the trading name ‘Gale and Phillipson’.

Dynamic Cash Management

Dynamic Cash Management (DCM) is a service provided by Gale and Phillipson Investment Services Ltd. The DCM service is an innovative, whole of market discretionary savings management service.  Established in 2010, Dynamic Cash Management was the first service of its kind in the UK.  With years of specialist experience, we provide savings management solutions for private clients, attorneys and deputies, charities, academies and businesses alike.

Indigo Financial Advisers

Gale and Phillipson (SE London) Ltd is part of the Gale and Phillipson group of companies. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522)
and trades as Indigo Financial Advisors.

Appointed Representatives

Robin Joyner Associates
Robin Joyner is an Appointed Representative offering Independent Financial Planning Services in Surrey.

GYR Financial Consulting Ltd

Gyr Financial Consulting is an Appointed Representative offering Independent Financial Planning Services in Kent.

 

 

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We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

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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.

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