jonathanfry, UK-based advisory firm, has completed its merger with IFA Easby Gale & Phillipson.
The merged entity is called Gale and Phillipson and has offices in London, Northallerton (North Yorkshire), Newcastle and Richmond (North Yorkshire).
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Phil Morris has been named as the CEO of the company. Its board consists of Angelica Carr, David Carr, Adam Galache-Brown, Phil Morris and Alan Sneddon.
The combined firm will provide 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 dynamic cash management.
The company also has ambitious expansion plans via both organic growth and acquisitions.
jonathanfry CEO David Carr said: "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."
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By GlobalData
