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