Client Testimonials

Client Testimonials

Call one of our Savings Specialists on 0345 094 2255 to find out how we can help or Arrange a call back and we’ll get in touch.

DCM has always been available to me both by phone and email, and I have enjoyed a personal service.

Jacqueline, Dorset

DCM provides a simple and effective ‘one stop’ approach to managing client cash assets. My clients value the simplicity of having a comprehensive management service that not only gives them better value but takes away the hassles of what to do when maturities come around.  As a business, we find it a good way to stay ‘in control’ of large sums of money whilst clients are clarifying their future plans, it saves the risk of ‘leakage’ and means that we know what is available and when for longer term investment when appropriate.

Julian Parrott, Ethical Futures

The Dynamic Cash Management service is brilliant for us as we are not as mobile nowadays and do not have access to a computer. We decided to hand everything over to the Dynamic Cash Management team and they now do all the hard work for us, they even provide our accountant with a consolidated tax voucher so they can complete our tax returns. We have total peace of mind and can rest assured our deposit accounts are being managed in a very professional way.

Derek & Rosemary, Private Client

I have to say that in all my dealings with you and your team to date, without exception I have found the personal service and attention to detail exemplary. Long may it continue.


Stuart Sutton, SG Wealth Management

We have used the Dynamic Cash Management service for the cash reserves in our charity for over 3 years. The DCM service gives us great confidence that the charity’s cash is secure, is always earning competitive interest and is managed with minimum administrative hassle for the Trustees. The DCM team have always dealt with our queries quickly and efficiently. We also know that by using the service we are meeting our duties as Trustees to manage risk carefully while ensuring that we don’t miss out on interest

On behalf of a small privately-funded registered charity giving grants in UK and abroad. Satisfied clients of DCM since 31.03.2012

Courteous, prompt, always helpful, good clear paperwork

Private Client, 2018

I have been using the Dynamic Cash Management service for over five years and in that time I have found the service to be a real time saver. I have a dedicated and very capable Client Manager specifically allocated to me; she deals with all the administration, explains everything in a straight forward manner and she is always available should I need to contact her. I am confident that the deposit accounts the team select are always in my very best interest and I know that all the transactions are overseen by a number of high level supervision checks. The Dynamic Cash Management team liaise with my financial adviser which ensures that I have all my finances under control.  I would not hesitate to recommend this service.

Margaret, County Durham

Very helpful via phone. Very efficient, polite and excellent knowledge. Queries always dealt with swiftly and competently. Instructions carried out as promised. Top class service. Thank you

Enid, Derbyshire
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Regulatory Statement

Dynamic Cash Management is provided by Gale and Phillipson Investment Services Ltd. Gale and Phillipson Investment Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA 431387) and trades as Gale and Phillipson. Registered in England and Wales, number 05409822. Dynamic Cash Management is not regulated by the FCA. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.