Easby Gale and Phillipson and jonathanfry plc merge to create national financial advice firm

New financial advice and wealth management firm hint at future acquisitions

David Carr, executive chairman of Gale and Phillipson
David Carr, executive chairman of Gale and Phillipson

Regional financial advice firm Easby Gale and Phillipson has merged with London and Richmond-based jonathanfry plc to create Gale and Phillipson.

The new 50-strong firm will operate offices in London, Northallerton, Newcastle, and Richmond — and bosses hinted potential acquisition plans.

Former Easby Gale and Phillipson managing director Phil Morris, will lead the new firm as chief executive officer while former jonathanfry chief executive David Carr will become executive chairman.

The new firm will continue to provide independent advice and wealth management services, including discretionary investment management, mortgage advice and cash management services through Dynamic Cash Management.

Phil Morris said: “Our two firms complement each other superbly and we look forward to all of our clients having access to the excellent and innovative services already developed by jonathanfry, including Dynamic Cash Management, and their discretionary investment management service the Personal Managed Portfolio.”

David Carr added: “Our plans to fully integrate the two firms are well advanced. We’ve confirmed that there will be no job losses or office closures; the rationale for the merger is simply to allow both firms to accelerate their planned growth in order to benefit clients, staff and shareholders.

“We look forward to working with the experienced team at Easby Gale and Phillipson, and building on their excellent track record.”


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