Investment Management

Investment Management

Keeping watch in case it's time to move on

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. Call us and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. You can also arrange to visit us at one of our offices for a no-obligation meeting.

 

Discretionary Investment
Discretionary Investment
Advisory Management Services
Advisory Management Services
Investment Committee
Investment Committee
Investment Process
Investment Process

Testimonials

Related Resources View All Resources

Don’t let current global uncertainties affect your financial planning

There are many ways that you can invest, and while we all want our money to grow, it’s important to think about the level of risk you might be willing to take with your hard-earned money.

Download PDF

Financial goal-setting

Our life is an endless series of daily choices, and how we manage those choices determines the outcome of our life.
We all want financial freedom, but how will we achieve it? Financial goal-setting is the key to building wealth.

Download PDF

Investment Management – How we work

We provide a range of innovative investment management services which help you to ensure your investments:

  • achieve tax efficiency
  • have an appropriate sector allocation and risk profile
  • have appropriate liquidity and term
  • have competitive levels of charge and efficient administration

Our investment management services allow use of the main tax wrappers and we have designed them to deliver competitive overall costs.

Gale and Phillipson help you manage your assets in a coordinated, cost-effective way. We manage our investment process to decide how much of each portfolio to hold in different asset types.

Read our latest blog on investments

Our in-house investment management specialists explain any decisions that are made for your investments to your financial adviser.

The Investment Committee monitor the markets and can react quickly to situations as they develop, and implement changes to a client portfolio as appropriate.

Call us now and one of our Financial Advisers will be happy to help or arrange a call back
Call Me Back
Call Us

Investment Management News

Investment Update – January 2019
Thursday 10th January
Brexit ‘What ifs’
Thursday 29th November
Meet Our Team

Speak to a practical and experienced financial advisor

Get in touch with a member of our team

Meet Our Team
Get in Touch

Find out more about our range of service.

For further details please contact us.

Get in Touch
Visit Us

We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

Visit Us

Our Locations

Newcastle

4th Floor
18-24 Grey Street
Newcastle Upon Tyne
NE1 6AE
0191 468 2500

Richmond

Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB
01748 825971

Northallerton

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA
01609 760960

London

Railway House
1 Whittlebury Mews East
London
NW1 8EQ
0207 483 4488

Follow Us

Newsletter

This form collects your details so that we can add you to our mailing list for exciting service updates and important legislative changes that might affect your money. Please read our privacy policy.
  • 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.
    Please let us know if you would like us to contact you or not by selecting one of the options below:
  • This field is for validation purposes and should be left unchanged.

Navigation

Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

Cookie
Policy