How we get paid

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There are a number of ways how you can pay for an initial service. Our payment options are flexible and transparent. Our advisers will work with you to discuss any costs upfront.

Call us and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. You can also arrange to visit us at one of our offices for a no-obligation meeting.

We charge for our services in various ways. We discuss these with you before you make any commitment.

Initial Service

For any initial service (including work on the Transactional Service) all fees and any applicable VAT will be fully disclosed formally in our Service and Fee Agreement, which we will ask you to sign before we undertake any work – as confirmation of your understanding of the service you have asked Gale and Phillipson to provide and the associated cost of these services.  Any agreed fee will also be confirmed in writing in your Financial Planning Report or relevant product disclosure documentation.  Where we receive any initial commission as a result of providing a service to you, we will tell you. It will be rebated to you or used to meet the cost of our services to you.

There are a number of ways how you can pay for an initial service:

  • Percentage of investment or pension funds
  • Fixed project or banded fees
  • Commission
  • A combination of Fees and Commission

Ongoing Service (Partnership Service)

These fees cover the cost of our ongoing advice and investment management services.

  • Percentage of investment or pension funds
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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.