Investment Management

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.

Our expert financial advisers can give you guidance on identifying the right investments for you.

A team of investment experts will then research, monitor, and manage your investments in line with your life goals and risk profile.

So, wherever you decide to invest, you can be sure your money will be in safe, professional hands.

We can help you understand how investing can power your financial plan.

Your investment manager plays a key role in making sure your portfolio is aligned with your risk profile. On any given day they might be:

  • Ensuring your investment portfolio continues to align with the mandate your financial adviser has given them
  • Meeting fund managers
  • Undertaking research to establish which funds to invest in
  • Making sure portfolios are correctly balanced with the right assets and the right level of risk
  • Identifying investment opportunities
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
Get in Touch

Find out more about our range of service.

For further details please contact us.

Get in Touch
Visit Us

We have locations in both London and the North East

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

Visit Us

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.