We are delighted to announce that we are well underway in our exciting National expansion plans by further widening our distribution channels in London and the South East.
We have continued to grow our funds under management through acquisition and organic growth since the company’s inception in 2014, and recently recruited Gyr Financial Consulting Ltd as an Appointed Representative. This now expands the reach of the Gale and Phillipson group in the South of England.
Gyr Financial Consulting Ltd is based in Swanley and brings a team with over 100 years’ experience in financial services. As an independent financial planning and wealth management company, Gyr specialises in providing private clients with independent strategic financial planning and investment services.
David Carr, Chief Executive, Gale and Phillipson, said “We are all very excited about this great step forward for our business. Adding Gyr to the group as an Appointed Representative brings combined strength to our group of companies and gives us the ability to provide wealth management services to more clients in London and the South East. While it complements our National growth aspirations, joining us will allow Gyr to remain fully independent, and most important, give them the additional time to concentrate on what they do best – looking after their clients!”
Rob Rackliffe, of Gyr, said “We spent quite some time looking for a firm to work with. We wanted to work with a firm that shared the same values as us – putting clients’ interests first, fully independent, and a great business. Gale and Phillipson have an excellent investment department and investment management services, great regulatory and technical resources we can utilise, and an interesting and unique savings service which our clients can benefit from.”