Achieving Your Financial Ambitions
At Finli, we are dedicated to helping individuals and families achieve their financial goals and aspirations. Our team of expert Financial Planners has a deep understanding of the ever-changing financial landscape and provides tailored advice to help our clients navigate the complexities of financial planning.
Our Services
At Finli, we offer a comprehensive range of financial services designed to help you achieve your goals. Our services include:
Savings & Investments: We help you make the most of your money, so you can reach your financial goals and enjoy peace of mind.
Retirement & Pensions: Let us guide you through the retirement process, ensuring your golden years are filled with the financial security and freedom you deserve.
Estate Planning: We can provide the reassurance that your loved ones are taken care of, allowing you to leave a lasting impact on the people and causes you care about.
Mortgages & Protection: We provide the knowledge and expertise so you can confidently navigate the world of mortgages and safeguard what matters most.
Our Story
At Finli, we put you and your story at the centre of our advice. We believe that true financial planning has the power to profoundly change lives. With a long heritage in the industry and a team of over 100 advisers, we've honed our expertise to guide our clients towards financial success.
Our Ethos
We aim to deliver a fresh approach to financial advice. By combining a people-first perspective with innovative financial tools, we help you feel empowered on your path to prosperity. We stand by our beliefs:
- We believe in engaging and guiding our clients, empowering them to live their best financial lives.
- We believe in making the complex simple for our clients and ourselves.
- We recognise the real impact we make to our clients' lives, shaping their stories with excellent outcomes.
- We believe in always being relevant, authentic, and true.
Our Team
Our national footprint spans across England, Scotland, and Wales, but we bring local and personalised financial solutions right to your doorstep. Our ethos is simple: we believe in making the complicated simple, empowering our clients to achieve their goals and live their best financial lives.
Friendly and Professional Service
Several reviewers have praised their experience with Gale and Phillipson, a financial advisory firm. Sp Boyo, who has been working with Derek for several years, finds him to be friendly, approachable, and excellent at explaining investment strategies. Helen Biggins, who has been a client for almost ten years, appreciates Derek's professionalism, dedication, and willingness to go the extra mile to help. Rachael Moss, who has dealt with multiple advisors at the firm, notes that they take the time to understand clients' needs and explain complex financial information in a simple manner.
Consistent Expertise
All three reviewers highlight the expertise of the advisors at Gale and Phillipson. Sp Boyo, Helen Biggins, and Rachael Moss all express confidence in their advisors' abilities, with Helen Biggins explicitly stating that Derek is "the top of his game." Rachael Moss notes that David took the time to understand her needs and listened carefully to her and her husband's goals.
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