Discretionary Investment

Financial markets never stay still. A discretionary managed service which manages your investments in the event of any new market developments can ensure you are well prepared for whatever eventualities unfold. 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.

Gale and Phillipson offer a range of discretionary investment management services. These services allow you to hand over active management of your investment portfolio to our Investment Team.

When you work with us, our Investment Analysts will closely monitor your financial investments and make investment decisions on your behalf, keeping you and your Financial Adviser up to date on your portfolio.

We make all investment decisions while ensuring we continue to invest your money in accordance with your attitude to risk and strategic objectives. Furthermore, our investment committee monitor the markets and react quickly to situations as they develop, and implement changes to your portfolio as appropriate.

Download our brochure about Discretionary Investment Management services

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


Call us now and one of our Financial Advisers will be happy to help or arrange a call back
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We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London | Swanley | Hertfordshire | Camberley

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Regulatory Statement

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.