News & Blog

Jonathanfry plc and Easby Gale and Phillipson complete merger

18th February 2015

The Directors and shareholders of Jonathanfry plc and Easby Gale and Phillipson are delighted to announce that they have completed their merger.  The merged company is called Gale and Phillipson and has offices in London, Northallerton (North Yorkshire), Newcastle and Richmond (North Yorkshire).  Phil Morris leads the company as Chief Executive Officer.  The Board consists of Angelica Carr, David Carr, Adam Galache-Brown, Phil Morris and Alan Sneddon.

The group provides independent advice and a range of wealth management services.  These include financial planning advice, discretionary investment management, advisory investment management, mortgage advice, corporate financial advice and the industry-leading cash management service Dynamic Cash Management.

Phil Morris (CEO) comments “Our two firms complement each other superbly and we look forward to all 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 (Executive Chairman) continues “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.”

Angelica Carr (Director and Executive Business Coach) adds “Our joint cultural integration team has completed in-depth interviews with all staff to help ensure the merger is as smooth as possible.  It is already apparent that the key aspects of our cultures are closely aligned.  We regard the remaining differences as positive and will all benefit from learning from each other.”

The firm manages or advises on over £700m in client assets and has ambitious expansion plans through organic growth and through acquisition – firms or advisers interested in finding out more should contact David Carr (Executive Chairman) or Phil Morris (CEO Officer) directly.

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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 is an appointed representative 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, 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. 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.

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