Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL104TB
Gale and Phillipson Investment Services Ltd
Financial Advisers based in Richmond
About
Gale and Phillipson is an independent whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients.
Our financial planning and investment management services can help to reduce your risk, increase your return, reduce your costs, reduce your tax and save on your administration.
We have offices based in London, Richmond North Yorkshire, Northallerton and Newcastle
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.