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

Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB. Gale and Phillipson (Herts) Ltd is an appointed representative of Gale and Phillipson Advisory Services Ltd, which is authorised and regulated by the Financial Conduct Authority (Reference Numbers 615821 and 142752 respectively) and trades under the name Gale and Phillipson. Registered in England and Wales number 08864945. Registered office: New Burlington House, 1075 Finchley Road, London, NW11 0PU. Robin Joyner Associates Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd which is authorised and regulated by the Financial Conduct Authority (Reference Numbers 703337 and 431387 respectively). Registered in England and Wales under number 04823391. Registered Office: 30 New Road, Brighton, East Sussex, BN1 1BN. Gyr Financial Consulting Limited is an appointed representative of Gale and Phillipson Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority. (Reference numbers 811525 and 142752 respectively) Gale & Phillipson Advisory Services Ltd trades as Gale and Phillipson. Registered in England and Wales number 11334836. Registered Office: Level 1 Brockbourne House, 77 Mount Ephraim, Tunbridge Wells TN4 8BS.