Gale and Phillipson

Curated by Signal

Financial planning platform offering personalized solutions for individual clients.

Wealth Technologygaleandphillipson.co.uk

Overview

Gale and Phillipson focuses on providing financial planning solutions for individuals, addressing various aspects of personal finance. The platform consolidates financial data to give users an overview of their financial situation. It offers tailored financial plans that include goal setting, budgeting guidance, investment strategies, and risk management, aligned with personal objectives such as retirement and education funding. Aimed at individuals looking to improve their financial decisions, Gale and Phillipson includes scenario analysis tools to help users evaluate the potential outcomes of different choices.

Key facts

Founded: 2015
Headquarters: Richmond, United Kingdom
Stage: Sign up to view
Industry: Financial Technology
Sector: Wealth Technology

Business model

GTM channel: Sign up to view

Contact

Primary office: Sign up to view
Email: Sign up to view
Phone: Sign up to view

More on Vanberra Signal

Members only

Business overviewCore metrics and financials People3 people Similar companies9 peers and competitors Deep AnalysisAI-generated strategic report

Competitors & similar companies

More Wealth Technology companies

Trident
Financial planning solutions offering personalized wealth management for individuals.
Wealth TechnologyWokingham, United Kingdom
Eastcote Wealth Management
Financial planning platform offering personalized advice for individuals and businesses.
Wealth TechnologyCoventry, United Kingdom
Affinia Financial Group
Financial planning solutions enabling individuals to achieve financial goals.
Wealth TechnologyBurlington, United States

+ 6 more similar companies on Signal

About Gale and Phillipson

What does Gale and Phillipson do?

Gale and Phillipson focuses on providing financial planning solutions for individuals, addressing various aspects of personal finance.

Where is Gale and Phillipson headquartered?

Gale and Phillipson is headquartered in Richmond, United Kingdom.

When was Gale and Phillipson founded?

Gale and Phillipson was founded in 2015.

Which sector is Gale and Phillipson in?

Gale and Phillipson operates in Wealth Technology, part of Financial Technology.

Who are Gale and Phillipson's competitors?

Companies similar to Gale and Phillipson include Trident, Eastcote Wealth Management, and Affinia Financial Group.