Investment Management Newcastle

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. Call us on 0191 468 2500 and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. Download our brochure for more information about how we can help.

Investment Management Newcastle

Located in Newcastle, Gale and Phillipson are leaders in providing financial advice and we are renowned for our investment management advice and solutions. The world of investments can be difficult to navigate and success can be hard to come by without the guiding hand of an expert. Understanding risk and staying informed of the ever-changing financial market can be difficult which is why we operate throughout Newcastle providing investment management and advice.

We offer our innovative investment management services throughout Newcastle and the surrounding areas. Our team of investment management specialists and Investment Committee will work alongside your financial advisor to ensure they fully understand any and all of your investment decisions in order to maximise the help they can offer you.

Taking care of all the decisions in relation to your investment portfolio, our active approach to investment management means our investment managers work with Newcastle clients to ensure their investments are tax efficient, are compatible with your attitude towards risk and more. Our investment management service is designed to offer the most cost-effective solution for you. We firmly believe in only making changes when we have conviction in our views. We don’t tinker or try to time daily market movements market but we do implement the appropriate changes to your portfolio which means we can react to new opportunities, threats or changing markets from across the globe on your behalf.

Discretionary Investment

We provide discretionary investment management in Newcastle in which our team of expert portfolio managers will take over the day-to-day management of your investments. Our investment team is filled with experts who have a wealth of knowledge to call upon to make the right decisions on your behalf – working within your risk parameters and towards your objectives. Our Newcastle investment team have years of experience and are experts in their field. Furthermore, our investment committee have a history of successes monitoring investments and quickly implementing changes in response to a variety of situations on behalf of clients.

Advisory Management Service

Our expert team also provide a structured investment management service throughout Newcastle for people that prefer to be more hands on with their investments. More experienced investors are often familiar with the day to day dealings of investment management and, of those that have the time to, many prefer to handle this side of their investment themselves. However, investing is a complicated thing and even the bets investments have room for improvement. With our investing advisory management service, we work with you to review the market and help you minimise costs, and maximise your profits all whilst working from an investment portfolio which documents your risk profile and strategic objectives.

For investment management in Newcastle contact us at Gale and Phillipson and start your journey to investment success.

Call us on 0191 468 2500 and one of our Investment Team will be happy to help or arrange a call back

Investment Management Team Newcastle

David Carr

Chief Executive Officer

Simon Jagger

Investment Committee Member

Jonathan Fry

Investment Committee Member

Rupert Nabarro OBE

Investment Committee Member

Peter Griffin

Investment Director

Meet Our Team

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Get in touch with a member of our team

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Find out more about our range of service.

For further details please contact us.

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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.