Financial Planning
Financial Planning

Our Wealth Managers pride themselves in being able to personalise financial solutions for each stage of a client's life. Financial planning is one of the longest professional relationships you are likely to experience and we would normally expect to advise a private client throughout their working life and into retirement.
Private Clients

Inheritance Tax

Retirement Planning

Care Fees Planning

Tax Efficient Investing

High Earners

Protection and Insurance

Corporate Clients

Corporate Protection

Group Pension Scheme

Directors Pension

Automatic Enrolment
Investment
Investment Management

We all have good intentions of researching financial markets and making changes to our investments, but in today's fast moving world people simply do not have the time, inclination or expertise to actively manage their own investments.

Working together with your Financial Adviser, our in-house Investment Analysts work with you to make investment decisions to reflect your needs, objectives and attitude to risk.
Investment Management
Mortgages
Mortgages

Finding the right mortgage can be exhausting and time consuming. Our mortgage service is simple and straightforward, helping hundreds of people every year find the right deal on their mortgage and life insurance - saving them valuable time and money.

With so many lenders to choose from, you want the most suitable mortgage or remortgage deal no matter what your buying circumstances are.
Mortgage Deals

Mortgage Calculator

Our Mortgage Team

Equity Release Advice

Protection and Insurance

Mortgage Offices
Equity Release
Corporate
Protection

Resources

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

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Protecting renters affected by coronavirus

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Applying for a three month-mortgage payment holiday

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Life is full of uncertainty

If the worst were to happen, would your bills still get paid?

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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.

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Financial Planning

Private Clients

Corporate Clients

Investment Management

Mortgages

Resources

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

Guide To Family Protection

Protecting renters affected by coronavirus

Applying for a three month-mortgage payment holiday

Life is full of uncertainty

Follow Us

Newsletter

Navigation

Regulatory Statement

Financial Planning

Private Clients

Corporate Clients

Investment Management

Mortgages

Resources

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

Guide To Family Protection

Protecting renters affected by coronavirus

Applying for a three month-mortgage payment holiday

Life is full of uncertainty

Follow Us

Newsletter

Navigation

Regulatory Statement

Arrange Callback

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Primrose Hill

Newcastle

Northallerton

Richmond

Mortgages (Catterick)

Mortgages (Northallerton)

West Wickham

Swanley

Borehamwood

Camberley