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
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.
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