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Jonathanfry and Easby Gale & Phillipson complete merger

Advice firms jonathanfry and Easby Gale & Phillipson have completed their merger.

The combined business will be called Gale and Phillipson and will be led by chief executive Phil Morris. Morris was previously managing director of Easby Gale & Phillipson.

David Carr, previously chief executive of jonathanfry, will be executive chairman of the combined business.

The firm will advise on £700m in assets and have offices in London, North Yorkshire and Newcastle.

It will provide independent advice and a range of wealth management services.

Morris says: “Our two firms complement each other superbly and we look forward to all our clients having access to the excellent and innovative services already developed by jonathanfry.”

Carr adds: “Our plans to fully integrate the two firms are well advanced. 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.”

Last month, jonathanfry acquired adviser Harry Katz’s business, Norwest Consultants, for an undisclosed sum.



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