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.

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.

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

Our Investment Committee

Simon Jagger

Investment Committee Member

Jonathan Fry

Investment Committee Member

Rupert Nabarro OBE

Investment Committee Member

Derek Dryden

Wealth Planning Adviser

Adam Galache-Brown

Chief Operating Officer

Peter Griffin

Investment Director

Isabel Howdle

Investment Manager

Tim Piper

Wealth Planning Adviser

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For further details please contact us.

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We have locations in both London and the North East

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

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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. 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.