Advisory Management Services

Home » Investment Management » Advisory Management Services

You know the difficulties faced when managing investments. You need to have the right financial knowledge, analytical tools and time at your disposal to make your own investment decisions. There is a need to monitor your investments to make sure they continue to meet your long term financial goals.

Call us on now and one of our Wealth Planning Advisers will be happy to help or Arrange a call back and we will call you.

Advisory Management Services

Our ‘whole of market’ advisory management services (Structured Investment Management service) offer comprehensive and continuous investment portfolio management. Our Investment Team will set-up an investment portfolio which matches your risk profile and strategic objectives. Our investment committee then monitor the markets and review these with you on an annual basis. You make the final decision on individual investment purchases and sales.

All of our investment services include online access to your investment portfolio.

Download our brochure about Structured Investment Management services

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

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

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