Resources

Looking for more information? Look at our resources library for a range of factsheets, guides and videos.

Handing a family business to the next generation is a major process, from selecting and developing the successors to protecting the brand reputation and retaining knowledge. Read this factsheet to help develop a personal financial plan so that you can meet your long-term goals.

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Handing your family business to the next generation is a major process. Read this factsheet to find out more about developing a succession plan for your business.

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Protection is essential for partnerships or directors of private companies. Read this factsheet to check whether your key staff need protecting

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Employers need to understand your automatic enrolment duties, the impact on your business and the changes you’ll have to make. Read our Auto-enrolment and Workplace Pensions factsheet for key workplace pension considerations.

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By investing in sustainable businesses, investors may increase their chances of success.

Read our factsheet to identify strategies to meet some of the most pressing global challenges ahead

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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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