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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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 www.financial-ombudsman.org.uk. Click here for full details of important information and for details of our privacy notice.

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