Resources

Looking for more information? Look at our resources library for a range of factsheets, guides and videos.

Ethical and Environmental Portfolios

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Working together with your Financial Adviser, our solution is for our in-house Investment Analysts to invest in a pre-approved panel of funds that is specifically designed to allow you to benefit from a range of investment expertise in fund research, portfolio construction and investment management.

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Read our mortgage brochure here

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Read our brochure 'Discretionary Managed Services' to find out how we would deal with the day-to-day management of your investment portfolio, our approach to choosing funds, and our Investment Committee

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Gale and Phillipson Services Brochure

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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 and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd and Gale and Phillipson Consulting Ltd are appointed representatives of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 811525, 703337). All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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