Our Vision

Committed to providing excellent research, insight and expertise

At Gale and Phillipson, we represent the opportunity for people to have peace of mind about their finances. You don’t need to be a financial expert to work with us. We communicate clearly and simply, no matter what amount of wealth you have or what your financial objectives are. Whether you’re new to planning or more experienced, we help people create wealth, grow wealth and protect their wealth.

The financial planning, investment services and cash management service we provide help people:

  • Escape from worries and practical issues of managing their money
  • Avoid hassles and worry of extensive research
  • Help clients understand how they can achieve their financial objectives
  • Enjoy more intangible benefits , i.e. quality time with their families, protection / security
  • Enjoy quality tangible benefits, i.e. holidays, car, school fees, etc
  • Enjoy freedom and life without worry

“I have always found the team at Gale and Phillipson, who are all experienced and qualified advisers, to be of an extremely high standard both in delivery of financial advice and in their approach in dealing with clients of all ages.  They provide a totally impartial service with extremely clear advice of charging and with clear and transparent information resulting in creative solutions to financial problems.”

Andrew Way, Latimer Hinks Law Firm


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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 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.