Firms merge to form £700m advice and discretionary business
Investment and financial planning businesses Jonathanfry and Easby Gale and Phillipson (EG&P) have completed a merger to form a company with offices across the North East and Yorkshire running £700m of clients' funds.
The new business, called Gale and Phillipson and with premises in London, Northallerton, Newcastle and Richmond, has "ambitious expansion plans" including through acquisition, it said in a statement. ...
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