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 enviable reputation 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 the industry-leading cash management service, Dynamic Cash Management, to UK clients.

Gale and Phillipson is offsetting the unavoidable carbon emissions associated with its general operations across its group of companies through Carbon Balanced.