Gale and Phillipson

Independent Financial Adviser  Gale & Phillipson, Greater London, NW1 8EQ
check
FCA authorised
Last authorised 10th January 2022
We're here to help you! Please contact us to arrange your free initial meeting to discuss your financial planning needs.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MR Lee Jacobs (FPFS, Chartered Financial Planner)
Wealth Planning Adviser
MR Jay Lopian
Wealth Planning Adviser
MR Ashley Bell
Wealth Planning Adviser
About us

Gale and Phillipson is an independent whole-of-market financial planning and investment management firm. This means when we give financial and investment advice we consider all the options open to you - not just a favoured few. Our team includes experts from investment management, financial planning, actuarial and legal backgrounds.

Our services

We provide a wide range of financial planning services to help you manage your financial affairs to meet your life objectives, including:
* Savings and investments planning
* Protection planning
* Tax planning
* Estate and Inheritance Tax planning
* Retirement and pension planning. We provide ongoing investment management services. These help you ensure your investments achieve tax efficiency, appropriate sector allocation and risk profile, appropriate liquidity and term, competitive levels of charge and efficient administration. We also have a whole of market cash management service to make managing your cash much easier.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Gale & Phillipson, Railway House, 1 Whittlebury Mews East, Greater London, NW1 8EQ

Similar advisers near you

Independent Financial Adviser 0.48 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 0.65 mi
Specialist Pension and Investment Advisers.
 
Restricted - whole of market 0.83 mi
 
 
Independent Financial Adviser 1.02 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.