With offices in Newcastle, London, Richmond and Northallerton, our Wealth Managers pride themselves in being able to personalise financial solutions for each stage of a client's life. Financial planning is one of the longest professional relationships you are likely to experience and we would normally expect to advise a private client throughout their working life and into retirement.
We all have good intentions of researching financial markets and making changes to our investments, but in today's fast moving world people simply do not have the time, inclination or expertise to actively manage their own investments. Working together with your Financial Adviser, our in-house Investment Analysts work with you to make investment decisions to reflect your needs, objectives and attitude to risk.
We all have good intentions of researching financial markets and making changes to our investments, but in today's fast moving world people simply do not have the time, inclination or expertise to actively manage their own investments. Working together with your Financial Adviser, our in-house Investment Analysts work with you to make investment decisions to reflect your needs, objectives and attitude to risk.
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Please read our privacy notice. We'd love to send you the latest information from Gale and Phillipson by email, text or phone. We'll always treat your personal details with the utmost care and will never sell them to other companies for marketing purposes. Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd.
Reviews (3)
Helen Biggins
Dec 29, 2018
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Derek has been my financial advisor almost ten years. And in that time I have always found him to be very professional, dedicated and the top of his game !
He is always there for you if needed, at the end of the phone or if you send an e-mail he will get back to you ASAP .
He is easy to listen to, explains things in detail and a really nice guy. I feel that I can put my trust in him. And I am very pleased that I was recommended to him.
He is always there for you if needed, at the end of the phone or if you send an e-mail he will get back to you ASAP .
He is easy to listen to, explains things in detail and a really nice guy. I feel that I can put my trust in him. And I am very pleased that I was recommended to him.
Rachael Moss
Oct 16, 2018
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I've worked with Gale and Phillipson for around 10 years, initially dealing with Kay in sorting my mortgage and reviewing my insurance policies, but later working with David for my pension and investments. He took time to understand my needs and really listened to what myself and my husband wanted for our retirement and for our family. I'd never invested before I met David. He always explains everything simply and is always on the end of the phone if I have any questions about financial markets
Sp Boyo
Jun 05, 2018
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I have been with Derek as my financial advisor for several years. He also advises my wife. Prior to using derek I tried a few IFAs that failed to impress. Derek is friendly, approachable and takes time to explain investment strategy. I am confident in Derek's abilities and shall continue to use him as my IFA
