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Gale & Phillipson

Gale & Phillipson
2005 FOUNDED
PRIVATE STATUS
61-70 EMPLOYEES
Platform LATEST DEAL TYPE
1 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of financial advisory services. The company engages in offering financial management, investment management, financial planning and wealth advisory services.

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Life and Health Insurance
Other Industries
Consulting Services (B2B)
Other Commercial Services
Primary Office
  • Gallowfields House
  • Fairfield Way, North Yorkshire
  • Richmond DL10 4TB
  • England, United Kingdom

+44 01748 000000

Gale & Phillipson Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Gale & Phillipson Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000 & 00000 17-Feb-2015 000000 00 000000 Consulting Services (B2B) 00000 0000
Jonathanfry 17-Feb-2015 Merger of Equals Consulting Services (B2B) 0000 000000
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Gale & Phillipson Executive Team (10)

Name Title Board
Seat
Contact
Info
David Carr Chief Executive Officer
Adam Galache-Brown Chief Operating Officer
Phil Morris Director of Distribution
Paul Bain Wealth Planning Adviser
Tim Piper Wealth Planning Adviser

1 Former Executive

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