Gale and Phillipson is an independent whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients throughout England. Its holistic approach is designed to meet both simple and complex client needs and react to situations as they develop, while creating and protecting client wealth.

Dating back to 1905, Gale and Phillipson has a strong history and for providing innovative, professional and secure financial planning and wealth management solutions. The firm provides comprehensive and focused financial planning advice, discretionary investment management, advisory investment management, mortgage advice, corporate financial advice and Dynamic Cash Management to UK clients. With offices in North Yorkshire, the North East, London, Kent, Surrey and Hertfordshire, it services both personal and corporate clients across the country.

Gale and Phillipson has recently launched its two new in-house ESG portfolios to compliment the other two in-house discretionary services.

The new ESG portfolio gives advisers the opportunity to meet a growing number of clients ethical investment objectives. The firm also measures its own carbon footprint and contributes the cost of this measurement to ethical charities.

To offset its carbon emissions, Gale and Phillipson contributes to the World Land Trust’s (WLT) Carbon Balanced programme, which protects carbon-rich wildlife habitats in the tropics. The WLT is  an international conservation charity that works to protect the world’s biologically significant and threatened habitats.  

The firm believes working with and helping local communities and charities has been a vital part of its success. It has have been proud sponsors of local community and sports groups for many years.