About Us

Genesis Advisory Services is one of the leading financial protection firms in the UK and the flagship European venture of the Genesis Capital Group; comprising some of South Africa’s most trusted wealth management, investment banking, group benefits and insurance specialists. The Genesis Capital Group has joined forces with Gale & Phillipson Wealth Management and as a result, Genesis Advisory Services (UK) Ltd has acquired Gale & Phillipson Protection Services Ltd which is a whole of market protection firm and thereby allowing us to provide a holistic approach to financial solutions for our clients.

Our experienced and highly qualified team provides an unparalleled personal approach to insurance, with a great emphasis placed on lasting relationships and a commitment to ongoing service for individuals and businesses alike. We believe that excellent advice is the product of an in-depth understanding of our clients’ needs.

 

The Team

Lewis Bloch has played a leading role in the development of London’s financial services market for over 30 years and helped pioneer many of today’s best practices. He began his career as a Chartered Accountant at Coopers & Lybrand (now PWC), before becoming a key architect behind several of the joint ventures between prominent accountancy firms and City IFAs. He is well respected within the industry and a lifetime member of the MDRT ‘Top of the Table’. Lewis has also contributed his time and expertise to numerous charities, including fundraising alongside the late Nelson Mandela.

  • Adam Klein

    Adam Klein is very passionate, enthusiastic and highly motivated. He graduated from Birmingham in 2004 with a BA Hons Degree in Marketing before travelling the world. Adam has been with the Group for 6 years and has received numerous awards to reflect his success within the company. He is a fantastic ‘people person’ and thrives on networking and building long-term relationships with all of his clients. Outside of the office, Adam is a big Spurs fan and a keen footballer and has represented Great Britain at both the World and European Maccabi Games, as a player and more recently as a manager.
  • Avidan Last

    Avidan Last joined the Group in 2012, with a background in the IFA industry, focussing on Pensions and Financial Protection. Avidan holds a Certificate in Financial Planning and deals with a variety of cases, ranging from small individual requirements to large corporate plans. Outside of work, Avidan is a family man and a father to two boys and has a passion for health and fitness.
  • Darren Margolis

    Darren Margolis is a qualified solicitor and spent several years in Private Practice at a niche commercial law firm in the West End. Having left private practice, Darren worked as a Senior Investigations Officer at the Association of Chartered Certified Accountants (ACCA) and as Head of Commercial at WYG Management Services, a city based company, listed on the London Stock Exchange. His experience both on a legal and compliance front, led him to a role as Compliance Manager for Bforex UK Ltd. He joined the Group in 2011 having built up a successful client portfolio in both the business and private sector and continues to build strong client relationships through his enthusiasm and dedication to achieving his clients’ goals. Darren specialises in Business Protection and IHT planning, and has advised a plethora of high-net-worth clients particularly in the legal and medical professions. Away from the office, Darren can be found working-out in gym, taking long walks or planning for his next trip abroad!
  • David Goldschmidt

    David Goldschmidt graduated from Law School and understands the importance of attention to detail and finding comprehensive solutions to his client’s needs.
    With over 5 years’ experience, David is passionate about the industry and the importance of Financial Protection. David prides himself on making clients feel relaxed and comfortable, whilst ensuring that the entire process runs as smoothly as possible. He particularly enjoys meeting new clients and then building and developing strong relationships with them. Outside of work, David enjoys spending time with his young family, drinking whisky, playing tennis, training in the gym and being in the great outdoors.
  • Emma Ollig

    Emma Ollig has been with the Group as a Protection Specialist for 8 years. She has built up a large client portfolio specialising in solutions for clients personal and business protection needs. She began her career as an accounts junior for Mercedes Benz and then progressed into a new business management role for FNTF. She has also worked as a corporate researcher for Willis, researching hospitality and the worldwide gaming industry. She has also been fortunate enough to enjoy a number of other careers including a fulfilling period with the RSPCA and an enjoyable stint as a film extra. Emma and her two sons enjoy Scuba Diving and Travelling.
  • Geraint Watkins

    Geraint Watkins is a keen sportsman and enjoys playing rugby and golf. He spent many years working in London and Europe in the Real Estate business. Geraint joined the Group in 2012 and specialises in all forms of Personal and Business Protection along with Estate Planning and Trusts.
  • Jay Lopian

    Jay Lopian is a qualified Chartered Accountant and a Level 4 Diploma Qualified Financial Adviser with a strong work ethic and excellent communication skills. He enjoys meeting new clients and building strong enduring relationships whilst at the same time assisting them in achieving their objectives. He is a passionate sports fan and a keen traveller and is often found spending time with his young family.
  • Lesley Kalish

    Lesley Kalish started her career in Financial Services 25 years ago with Liberty Life in her home country South Africa. She then moved into Office Automation, where she was voted top salesperson of the year for 5 years in a row. As an Executive Account manager for Vodacom Cellular and Hitachi she secured some of the largest business contracts in the industry. She has worked within Government negotiating Business Contracts and Government Tenders. Since joining the Group in 2013, she has continued to build strong client relationships through her patience, dedication, client care and support. She advises on Business Protection, IHT planning or Life and Serious Illness Cover for Family Protection. Lesley is also a qualified Couple Counsellor, Mediator, and holds an MA in Psychotherapy and Counselling from Regents University. When she is not working, she is at the gym or the movies and enjoys spending time with her family and friends.
  • Marc Cohen

    Marc Cohen graduated in 2009 with honours from Manchester University with a BSc Management majoring in Accounting and Finance. He is an extremely hard working, methodical and motivated personality. He combines these characteristics with his passion to meet new people, in order to form long term business relationships, advising and satisfying individual needs. Over the last 8 years client service has always been key to Marc and he enjoys working with clients using his analytical style to find the most bespoke solution to fit their needs. Marc has earned a managerial position in the company and thrives on monitoring the success and achievements of his team. Outside of the office, Sport has always played a big part in Marc's life which has seen him represent both his school and university at rugby, hockey and cricket. Marc's main sporting passion is now golf and his other area of interest include food and drink, especially Whisky tasting of which he has a vast knowledge.
  • Michael Samuels

    Michael Samuels began his career as an estate agent before moving into the recruitment industry specialising in printing and packaging. At 23 he started his own recruitment agency which he ran successfully for 12 years. For the last 8 years Michael has been working for the Group. He is experienced and knowledgeable on all aspects of the Protection Industry.
  • Moshe Tatz

    Moshe Tatz is a highly motivated and creative person who utilises his strong interpersonal skills to build long standing client relationships. His main area of expertise sees him focus on family financial planning for high net worth individuals, as well as business protection. As a dedicated professional his focus is very much service driven for the delivery of tailored solutions specifically matched to individual needs. Moshe’s many hobbies and pastimes include Italian opera singing, cantorial singing and wine making.
  • Nathan Du Pisanie

    Nathan Du Pisanie joined the Group in early 2017 after a lengthy career in Corporate Sales. He has a passion for the protection industry and has already made a significant contribution to the business. Nathan is a family man; he holds a Bachelor in Psychology and plays a little golf when he has spare time.
  • Ricky Kennet

    Ricky Kennet is highly motivated and team-orientated with strong people and communication skills. He has an excellent ability to build long standing relationships and client trust. He enjoys the challenge of assessing a variety of client needs before effectively promoting the right ideas and solutions and has a proven track record in working with clients to achieve their goals. Ricky also manages a team of 6 consultants. He is a keen footballer and has been selected to represent Great Britain on four occasions at the World and European Maccabiah Games and has also played water-polo and tennis at county level. Outside of sport, he enjoys travelling, the cinema and photography. He is married, with two sons.
 

Personal

  • Whole of Life Cover

    A guaranteed lump sum paid upon death, to settle an Inheritance Tax liability or provide legacy funds to surviving family.
  • Term Life Cover

    A lump sum paid upon death, to cover any liability with a fixed term.
  • Critical Illness Cover

    A lump sum to provide immediate funds upon diagnosis of a Critical Illness.
  • Income Protection

    A monthly salary-replacement benefit designed as a safeguard against long-term incapacity.
  • Health Cover

    Private Medical Insurance for individuals and families.
 

Business

  • Relevant Life Cover

    A highly tax-efficient way for directors and employees to arrange Life Cover through the business – a substantial saving when compared with Personal Life Cover. Relevant Life with Employee Significant Illness Cover is available through one of our providers.
  • Shareholder Protection

    Ensures that in the event of a shareholder’s death, surviving shareholder(s) receive the deceased’s shares, whilst the family of the deceased is fairly compensated for their value.
  • Key Person Cover

    Protects the business against the loss of a key director/employee in the event of Critical Illness or death.
  • Business Health Cover

    Private Medical Insurance schemes for directors, employees and their families.
 

Careers

Gale & Phillipson Protection Services Ltd is one of the fastest growing advisory firms in the UK and we are always looking for talented individuals to join our team. If you are self-motivated, enthusiastic and have a proven track record in a competitive working environment, we would love to hear from you.

Please send your CV and cover letter to: enquiries@gpprotect.co.uk

 

Contact Us




Telephone

+44 (0) 208 387 1331

Email

enquiries@gpprotect.co.uk

Address

Gale & Phillipson Protection Services Ltd,
Kinetic Business Centre,
Theobald St, Elstree,
Hertfordshire, WD6 4PJ