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North Yorkshire Financial Advice Firm Named One Of UK’s Best

25th October 2017

National Independent Financial Advice and Discretionary Investment Management firm Gale and Phillipson has been named one of the Top 100 UK financial advice firms. The award by leading industry publication New Model Adviser recognises firms for their qualifications, income levels and commitment to the profession.

Just two years on since the merger between Easby, Gale & Phillipson and Jonathan Fry plc in 2015, the company has grown funds from £700 million to £850 million.

With local and head offices in Northallerton and Richmond respectively, the company offers independent financial advice and a range of wealth management services to both personal and business clients.

Working with personal clients, the team helps clients build and preserve their wealth; advising on savings and investments, pre and post retirement planning, and personal family protection, and also works with business owners and professionals to protect and grow their businesses in a tax efficient manner.

Talking about the award, chief executive officer, David Carr says “We’re very proud to be recognised by leading industry professionals for the work we do. Over the course of recent years, we’ve seen several external factors take their toll on the finance industry.  However, Gale and Phillipson’s performance continues to be impressive and encouraging.

“None of this would happen without our amazing colleagues in the business. They are all dedicated to their work and have built an excellent reputation for strong customer service and delivering results. Everyone does a great job and it’s thanks to them that we have achieved this success.”

Continuing to strive high, David adds, “We continue to aim high and work towards £1.5 billion of assets under advice by 2020 through continued organic growth and acquisitions. “

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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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