Gale and Phillipson

Independent Gale & Phillipson Ltd, Railway House, 1 Whittlebury Mews East, Greater London, London, NW1 8EQ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
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
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Lee Jacobs (FPFS, Chartered Financial Planner)
Wealth Planning Adviser
Accreditations
Chartered Financial Planner
Jay Lopian
Wealth Planning Adviser
adviser-person
Ashley Bell
Wealth Planning Adviser
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0