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Press ReleaseFor immediate release: 20th February 2012
Easby Gale & Phillipson Appoints New Financial Adviser
Following a recent expansion in North Yorkshire, Easby Gale
& Phillipson Financial Advisers
(EG&P) is pleased to announce the appointment of Lucy
Davison, a new Independent
Financial Adviser, at its Northallerton office.
Phillip Morris, Managing Director of EG&P, said, "Iam
thrilled that Lucy has joined the EG&P
team and to attract an adviser of such skill and experience to
our financial planning team is a
testament to the companys local reputation and heralds an
exciting new phase for it."
Offering independent financial and investment advice from across
the whole of the market is
a key factor in our value proposition, and with Lucys knowledge
and experience in working
with the general public in respect of investment advice, she
will be able to search across the
whole market range to recommend the most suitable and cost
effective solutions for all
clients financial planning needs.
Lucy, a former employee at Halifax (HBOS) in Northallerton for
over 11 years, providing
financial planning advice, will be responsible for advising new
and existing clients on all
aspects of independent personal financial planning but will be
specialising on investment
work for clients.
Lucys appointment to this pivotal role signals EG&Ps
ambition to update and prepare for
changes to the provision of independent financial advice brought
in by the upcoming Retail
Distribution Review in January 2013.
Lucy commented, I am delighted to have joined EG&P at this
important time in the financial
services industry. I have been impressed by the professionalism
and commitment of the
team and look forward to working with them on new developments
and opportunities to
expand EG&Ps range of services to clients across North
Yorkshire.
ENDS
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Notes for Editors
y Easby Gale & Phillipson is an independent firm of
experienced and highly qualified Financial
Advisers with over 110 years history of providing financial
services to clients across Yorkshireand the North East.
The company provides straightforward financial advice on a
number of areas:
o Savings & investmentso Mortgageso Insuranceo Inheritance
tax planningo Retirement planningo Family protection planningo
Corporate & business financial planningo Long-term care &
estate planning
y Photo caption: Lucy Davison, Financial Adviser at EG&P
y For further details on this press release or for more
information on EG&P, please contact:
Rachel Dalby,Marketing & Business Development ManagerTel.
01609 760960e-mail [email protected]
