Discretionary Investment

Financial markets never stay still. A discretionary managed service which manages your investments in the event of any new market developments can ensure you are well prepared for whatever eventualities unfold.

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.

Our discretionary investment management services (Personal Managed Portfolio service) allow you to hand over the day-to-day active management of your investment portfolio to our Investment Team. They will closely monitor your financial investments and make investment decisions on your behalf to ensure that they continue to be invested in accordance with your risk parameters and strategic objectives. Our investment committee monitor the markets and can react quickly to situations as they develop, and implement changes to your portfolio as appropriate.

Download our brochure about Discretionary Investment Management services

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

 

Call us now and one of our Financial Advisers will be happy to help or arrange a call back
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We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London

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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 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.

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