Gale & Phillipson

Independent Financial Adviser  2 Bell Parade, West Wickham, Kent, BR4 0RH
First meeting at adviser's own cost
We provide whole of market financial planning and investment services to help you manage your financial affairs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
Mr Ashley Bell
Wealth Planning Adviser
Mr Chris Harding-Edgar
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr David Andrews
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Tim Mason
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Mike Bell
Wealth Planning Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

Where to find us
Head office address: 2 Bell Parade, West Wickham, Kent, BR4 0RH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd May 2021

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