Gale and Phillipson Celebrates First Anniversary with Record Year

by | Mar 10, 2016

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David Carr CEO Gale and Phillipson

Wealth management firm Gale and Phillipson, which has offices in London, Newcastle, Richmond and Northallerton, has just celebrated its first anniversary by posting a record revenue figure.

Gale and Phillipson was created in February last year following the merger of jonathanfry plc and Easby Gale and Phillipson. Figures for the period ending January 2016 show that revenue came in at a record £4.6 million.

It’s been a busy year for the firm, having taken on an additional five members of staff across investment, para-planning and administration departments, increasing its workforce to 60. It has also opened a new office in Primrose Hill, North London, and recruited Robin Joyner Associates as an Appointed Representative of the firm in the South East of England.

CEO of Gale and Phillipson David Carr (pictured above) said: “We’re very proud to be able to achieve such strong figures for the business in its first year. Over the course of 2015 and into early 2016, we’ve seen external factors take their toll on the finance industry, including substantial falls in global equity values, continuing market volatility and the continuation of historically low rates for cash accounts. However, at Gale and Phillipson our results continue to be impressive and encouraging.”

“Gale and Phillipson has a long history, dating back to 1905, of helping our clients create and protect their wealth, and we’re committed to finding the best solutions for their financial planning needs. We’re looking forward to continuing and building on our success in 2016 as Gale and Phillipson continues to go from strength to strength.”

The firm, which manages over £700m of client assets, provides independent advice and a range of wealth management services including: financial planning advice, discretionary investment management, advisory investment management, mortgage advice, corporate financial advice and the cash management service Dynamic Cash Management.

Head of Acquisitions and Distribution Phil Morris said: “Our recent figures demonstrate the seamlessness of the merger of jonathanfry plc and Easby Gale and Phillipson, as well as the further acquisitions we have made since then. We are a professional, vibrant and growing company, with a clear focus on meeting client needs and reducing customer costs.”

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