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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Privacy Statement

Gale and Phillipson Ltd and its subsidiaries Gale & Phillipson Life & Pensions Ltd and Gale & Phillipson Financial Management Ltd are authorised and regulated by the Financial Conduct Authority (FCA 431387, 142752 and 195080) and all trade under the name Gale and Phillipson. The FCA does not regulate Dynamic Cash Management. The Companies are registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, North Yorkshire, DL10 4TB. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. Click here for full details of important information and for details of our privacy notice.

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