News & Blog

Our Investment Outlook Event

12th April 2018

On the 22nd of March 2018, we held an investment outlook event at the Newcastle Marriott Hotel at Gosforth Park. The informal talk was led by Peter Griffin, our Investment Director, and was the first in our series of 2018 Investment Outlook events.

Peter dived straight into his presentation with one of the most talked about political events in the UK – Brexit – a matter of great interest from all of our clients with investments. Whatever your own political stance was about Brexit, future trade agreements will be likely to have some impact on the investing landscape and clients are interested in what will happen to their own investment values. The talk then moved on to other long-term areas of interest, with key talking points around innovations that are changing the way we do business, quantitative easing and changes to UK inflation.

The midpoint of the seminar brought about an overview of how the in-house Investment Team at Gale and Phillipson invest client’s money, with discussions about how each individual portfolio is assessed, and how portfolios are selected specifically to the client’s needs.

Finally, Peter touched on another topical favourite – Bitcoin and cryptocurrencies. These new technologies are increasing every day and are generating so much media coverage that you can’t overlook their existence but it was important to discuss the Investment Team’s approach to cryptocurrencies and their volatility as an asset class.

 

The feedback from the clients who attended was fantastic and expressed interest in holding future events:

“A really good presentation by Peter. This would provide us with a lot of confidences to invest with G&P. He really came over as being a sensible, knowledgeable person in the investment world.”

“The speaker was excellent. What he said was interesting, helpful and informative. He spoke in terms which were easy to understand. A very knowledgeable person.”

My husband and I have total trust in our financial advisor in handling our hard-earned funds. Gale and Phillipson keep us well informed and we’re happy to be guided by their management of our finances.”

 

From all of us at Gale and Phillipson we would just like to say thank you to everyone that took time out of their days to attend our event. We hope it was beneficial and interesting for you. With lots of great feedback and from those attending last week’s event, we will definitely be holding more of these events in the future throughout the UK

If you’d like to attend a future event, please email us with your ideas for the areas of financial planning and investments that you would like us to run and the topics you would like us to cover.

Please title your suggestion with ‘Event Ideas’ and email it to:

enquiries@galeandphillipson.co.uk

Call us and one of our team will be happy to help or arrange a call back
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Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd and Gale and Phillipson Consulting Ltd are appointed representatives of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 811525, 703337). All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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