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Advice firm looks to national expansion after AR acquisition

london city shard skylineFinancial planning and discretionary fund management firm Gale and Phillipson has recruited London-based Gyr Financial Consulting as an appointed representative as it looks to bolster its presence around the country.

Gale and Phillipson chief executive David Carr says Gyr will be allowed to remain fully independent in its investment decisions.

The firm is looking to continue its South East expansion as part of overarching plans to add advisers to its roster.

Carr says: “Most important, this gives them the additional time to concentrate on what they do best [and] 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.”

Profile: Gale and Phillipson boss: ‘Non-advised drawdown is an anathema to us’

Owner of Swanley-based Gyr Rob Rackliffe says: “We spent quite some time looking for a firm to work with and Gale and Phillipson have an excellent investment department and investment management services, great regulatory and technical resources we can utilise

“We wanted to work with a firm that shared the same values as us.”

Gale and Phillipson is currently headquartered in North London and was formed from the 2015 merger of advice firms Jonathanfry and Easby Gale & Phillipson.

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