• Mon. May 27th, 2024

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Finance firm Gale and Phillipson Appoints New Tyneside Talent

tyneside talent large Industry-leading financial planners Gale and Phillipson has announced the further expansion of the firm’s Newcastle team with the appointment of a new wealth planning adviser.

Paul Moat joins Gale and Phillipson from Rutherford Wilkinson. With over 14 years’ experience working in the financial services sector, Paul specialises in private client wealth management, family wealth preservation, protection, retirement planning and managing taxation and risk.

He said: “I joined Gale and Phillipson because of the firm’s reputation for innovative thinking within financial advice. I’m delighted to join the team and to be able to work alongside them to strive to continue providing first class independent financial advice to our clients.”

Phil Morris, head of acquisitions and distribution, said: “We’re pleased to announce the continued expansion of our Newcastle team and to welcome Paul on board. Paul brings a wealth of IFA and banking experience to the business and he will no doubt complement the existing team very well.”

Gale and Phillipson provides independent advice and a range of wealth management services.  These include financial planning advice, discretionary investment management, advisory investment management, mortgage advice, corporate financial advice and the industry-leading cash management service Dynamic Cash Management.

The company manages or advises on over £700 million in client assets and has ambitious expansion plans to accrue at least £1.5 billion funds under management within five years through acquisition and organic growth.

For factsheets, guides and videos, please visit the Gale and Phillipson resource library at www.galeandphillipson.co.uk/resources


By admin