What our clients say
I found Derek to be extremely patient and understanding. He is also very relaxed and easy to talk to but at the same time showing complete professionalism and expertise. I am very impressed at how quickly he responds to any worries or queries that I may have. I would certainly have no hesitation in recommending his services to anybody.
I used Paul, on recommendation from a friend in relation to my first mortgage. Given that I knew next to nothing about mortgages, Paul spent considerable time making sure I understood absolutely everything. Form filling was all very straight forward and the advice provided was easy to understand.
I have only known Lucy for 15 months but in that time she has listened carefully, understood my situation , and given excellent valuable advice. Lucy is extremely professional and approachable. She answers queries quickly and her personal reports after our meetings are detailed and thorough. She is totally honest and works according to the individual investor`s attitude to risk. I am delighted that I met her and look forward to our future meetings.
I have no hesitation in recommending her to other would-be investors.
Our services include comprehensive and focused financial planning, a whole-of-market discretionary cash management service, a discretionary multi-asset investment management service and advisory investment management to support you when you need to make investment decisions. Gale and Phillipson has offices in London, Northallerton, Richmond, Newcastle upon Tyne, and Lymington. We serve clients throughout the UK. As an independent whole-of-market firm, we consider all investment and financial planning options available to you – not just a favoured few.
Gale and Phillipson provides Financial Planning, Investment Management and Cash Management services. Dating back to 1905, the company has a strong history and enviable reputation for providing innovative, professional and secure wealth management solutions. We also offer a range of services designed for specific client needs. Our team includes experts from investment management, high net worth banking, actuarial, legal and financial planning backgrounds.