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.

 

Testimonials

How we work

We provide an innovative, integrated and comprehensive range of investment management services to help you to ensure your investments achieve tax efficiency, appropriate sector allocation and risk profile, appropriate liquidity and term, competitive levels of charge and efficient administration.  Our investment services allows use of main tax wrappers including ISAs, pensions and offshore bonds and is designed to deliver competitive overall costs.

We help you manage your assets in a coordinated, cost-effective way.

Our in-house investment management specialists work with your financial adviser to provide them with a good understanding of all investment decisions made for your investments.

Our 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
Meet Our Team

Speak to a practical and experienced financial advisor

Get in touch with a member of our team

Meet Our Team
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Find out more about our range of service.

For further details please contact us.

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Visit Us

We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

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Privacy Statement

Gale and Phillipson Ltd and its subsidiaries Gale & Phillipson (Life & Pensions) Ltd and Gale & Phillipson (Financial Management) Ltd are authorised and regulated by the Financial Conduct Authority (FCA 431387, 142752 and 195080) and all trade under the name Gale and Phillipson. Registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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