Resources

Gale and Phillipson Services Brochure

Having seen off two immoveable, final deadlines our Prime Minister refused to move, we have a new, third final Brexit date of 31st Octber 2019. Read our Investment Director’s summary here.

How to invest wisely
Throughout our lives, we will have many different lifestyle and financial goals that we would like to achieve. Although we all have different goals, there are some key goals that we’ll have in common, especially when it comes to retirement.

Read our full breakdown of the Spring Statement here.

There are many ways that you can invest, and while we all want our money to grow, it’s important to think about the level of risk you might be willing to take with your hard-earned money.

Our life is an endless series of daily choices, and how we manage those choices determines the outcome of our life.
We all want financial freedom, but how will we achieve it? Financial goal-setting is the key to building wealth.

The world of investing can seem daunting. Whatever stage of life you’re at, we’ll guide you through the appropriate investment opportunities available to you. Every investor needs to ask themselves the same basic questions before getting started.

A recent study by Citizen’s Advice found nine out of ten people would fail to spot common warning signs of a pension scam, such as unusually high investment returns, cold calling and offers of free financial advice. Read our factsheet for more information.

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

We have to decide whether we are prepared to watch our money erode away in saving accounts or try and grow our savings through investing.

Whatever you’re putting money aside for, there’s likely to be a role for Individual Saving Accounts (or ‘ISAs’). Low interest rates on cash savings since the financial crisis have meant that many savers have turned to the markets in the hope of achieving a better return.

Does it feel like your savings aren’t earning as much as you’d like? You’ve worked hard for your money – now investing can get your money working harder for you.

What is cryptocurrency? There has been a lot of excitement and news surrounding cryptocurrencies. This factsheet will explain what bitcoin is, why it is so prevalent in todays news, and our views on cryptocurrency.

The stock market can be very volatile at times. Fluctuations in prices can mean holding out on selling your investments can be very difficult. However, in these circumstances patience is key. Read our factsheet regarding Long-term investments for more information.

Within an ISA, you can reallocate your portfolio according to your outlook and needs at any time without losing any of the tax benefits. Read this factsheet to find out more about ISAs.

Volatility in financial markets is normal but investors should be prepared upfront. Read this factsheet to see key questions to consider when nurturing your wealth.

We all know that markets can go up and down and can sometimes be quite extreme. Read our factsheet to find out more about managing investing risk during turbulent markets.

Designing a custom investment portfolio needs to be reviewed periodically. Read our factsheet which highlights considerations for the best options to suit your particular objectives

When putting together an investment portfolio, there are a number of asset classes, or types of investments, that can be combined in different ways. Read our factsheet to find out more about putting together an investment portfolio.