Wealth Management

Reaching wealth goals and achieving personal ambitions are major objectives of the financial planning and wealth management process.

Call us today and one of our Wealth Management Advisers will be happy to help or Arrange a call back and we will call you.

How we can help

Gale and Phillipson help clients with a range of wealth management advice.

Our Advisers offer whole of market wealth management services to personal, corporate and trustee clients throughout England.

Our services include:

We take time to get to know you.  First we gain a thorough understanding of your requirements, by working with you to gather information about your current situation and goals. Then, we work with you on a number of scenarios to establish your personalised financial plan. In addition to reviewing any changes to financial legislation, we explore your personal circumstances, preferences, priorities and attitude to risk.

Whether you are new to wealth management or need us to review your existing wealth management arrangements, we provide straightforward financial planning advice and investment advice. No matter which stage of your life you have reached, we can help you plan effectively.

 

Looking for ways to reach your wealth goals and achieve your personal ambitions?

Read this factsheet to find out more about how to set a starting point and an ending point.

The value of investments can fall as well as rise. You may not get back what you originally invested. 

Call us today and one of our Wealth Management Advisers will be happy to help or Arrange a call back and we will call you.

Wealth Management Advisers

David Andrews

Wealth Planning Adviser

Craig Annan

Wealth Planning Adviser

Paul Bain

Wealth Planning Adviser

Ashley Bell

Wealth Planning Adviser

Mike Bell

Wealth Planning Adviser

Daniel Coburn

Wealth Planning Adviser

Terry Davies

Wealth Planning Adviser

Lucy Davison

Wealth Planning Adviser

Derek Dryden

Wealth Planning Adviser

James Downing

Wealth Planning Adviser

Alison Harrison

Wealth Planning Adviser

Daniel Haley

Wealth Planning Adviser

Lee Jacobs

Wealth Planning Adviser

Robin Joyner

Wealth Planning Adviser

Jay Lopian

Wealth Planning Adviser

Douglas Macnaught

Wealth Planning Adviser

Mark Mann

Wealth Planning Adviser

Tim Mason

Wealth Planning Adviser

Anthony Posner

Wealth Planning Adviser

Robert Rackliffe

Wealth Planning Adviser & Director

Andrea Purdie

Wealth Planning Adviser

Donna Read

Wealth Planning Adviser

Paul Reeves

Wealth Planning Adviser

Sandra Sanderson

Wealth Planning Adviser

Darren Smith

Wealth Planning Adviser

Alan Sneddon

New Business Wealth Planning Adviser

Elaine Snow

Wealth Planning Adviser

David Walton

Wealth Planning Adviser

Michael Walton

Wealth Planning Adviser

David Weston

Wealth Planning Adviser

Henrietta Winstanley

Wealth Planning Adviser

Meet Our Team

Speak to a practical and experienced financial advisor

Get in touch with a member of our team

Meet Our Team
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Find out more about our range of service.

For further details please contact us.

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We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London | Swanley | Hertfordshire | Camberley

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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.