Advisory Management Services

You know the difficulties faced when managing investments. You need to have the right financial knowledge, analytical tools and time at your disposal to make your own investment decisions. There is a need to monitor your investments to make sure they continue to meet your long term financial goals. 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.

Advisory Management Services

Our ‘whole of market’ advisory management services (Structured Investment Management service) offer comprehensive and continuous investment portfolio management. Our Investment Team will set-up an investment portfolio which matches your risk profile and strategic objectives. Our investment committee then monitor the markets and review these with you on an annual basis. You make the final decision on individual investment purchases and sales.

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

Download our brochure about Structured Investment Management services

Call us now and one of our Financial Advisers will be happy to help or arrange a call back

Our Investment Committee

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

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.