Team

Our team are recruited for their skills and knowledge of financial planning and investments, alongside their commitment to providing excellent service to clients.


Savings

Andrew Featherstone

DCM New Business Manager

Andrew started working at Gale and Phillipson in November 2011. After graduating from Northumbria University in Newcastle – with a 2:1 BA (Hons) in Politics and previously worked at Richmondshire District Council. In Andrew's spare time he enjoys Skiing, playing Cricket and Football and his favourite places to holiday are Berlin and Barcelona.

Alan Sneddon

Director

Alan has worked in the industry since 1985 mainly working in the retirement and corporate markets. He has been a director of Gale and Phillipson Ltd for 11 years and continues in senior management roles as both Dynamic Cash Management (DCM) Director and HR Director. In his spare time he enjoys spending time with family, reading, walking, and golf.


Executive and Management Team

Caroline Braithwaite

Office Manager

Caroline joined the company in 2011. As well as ensuring the smooth running of the Richmond office, she has a number of other responsibilities including HR and providing administrative support to the advisers and senior management. In her spare time Caroline enjoys travelling, watching films and spending time with her family.

Rachel Dalby

Marketing Manager

Rachel joined the company in 2012 after previously heading up a marketing and communications team for a well-known National Business Support Organisation based in Seaham. Having spent 15 years in marketing and business development, Rachel holds the Post Graduate Diploma in marketing from CIM and a degree in Business Studies and French. In her spare time, Rachel enjoys running, HIIT workouts, and camping/socialising with her young family and friends.

Jon Dibble

Compliance Officer

Jon has over 25 years’ experience within the financial services industry working in the direct sales intermediary space, the majority of which has given primary focus towards regulatory risk management. His other roles include direct sales, marketing, customer service and business development, as well as learning and development. Jon holds accreditations for Diplomas with both the Chartered Insurance Institute and Personal Finance Society and is a member of the Professional Body. He has also achieved a professional vocational qualification with the Institute of Leadership & Management. Outside of work, Jon enjoys spending time with family and friends and is an active member of Exeter City Football Club Supporters Trust.

Alison Eldridge

Adviser Support Operations Manager

Alison joined the company at the start of 2016 and has over 20 years’ experience within operational management, primarily within the financial sector. She also has previous management experience which involved the largest client data migration in Europe for a leader in the banking industry. Alison’s overall responsibility covers the full adviser support function for administration and paraplanning. In her spare time Alison enjoys cooking and visiting new restaurants.

Kirsty Grainger

DCM Operations Manager

Kirsty started working for the company in 2010, having worked in the financial services industry for over 11 years. Kirsty is responsible for the team of Client Managers and New Business Managers for our Dynamic Cash Management service. She previously worked as a Mortgage and Insurance Broker where she became CeMAP qualified. In her spare time, Kirsty enjoys keeping fit by playing badminton and going to the gym, and enjoys watching movies and reading.

Katy Thorne

Training & Competence Manager

Katy joined the company in 2008, entering the financial services profession in 1996 and having worked for a large product provider and a number of firms of independent financial advisers in the interim. Over the years Katy’s role has evolved from sales support to technical support to the present where she can indulge in her enthusiasm for developing people to be the very best they can be. This theme follows through in her voluntary work with the Insurance Institute of Newcastle upon Tyne and the Personal Finance Society Tyne Tees Region, of which she has served as President and Chairman respectively. Katy enjoys horse riding in her spare time but could definitely do with some development herself as she is very keen but lacking in ability!


Board of Directors

David Carr

Chief Executive Officer

Gale and Phillipson CEO, David is an experienced financial services professional. Prior to joining Gale and Phillipson, he founded and was CEO of Hazell Carr plc, the award winning financial services outsourcer. Earlier, he co-founded the financial services training company, the Actuarial Education Company. David completed his actuarial exams with Friends Life after gaining a First Class Honours degree in PPE from Oriel College, Oxford. He travels extensively, plays tennis and the piano.

Angelica Carr

Strategist

Non-executive director, strategist and business coach, Angelica has extensive international experience in business development and marketing. Now a highly-qualified business coach she helps executives realise their potential, and also specialises in mergers and acquisitions and intercultural competence. Angelica has a degree in Management Studies and French from Kings College, London and speaks Swedish, English and French. She enjoys travelling, the arts, yoga and tennis.

Adam Galache-Brown

Chief Operating Officer

Adam is a shareholder and Chief Operating Officer of Gale and Phillipson. He was previously the Technical Director and Deputy CEO at Hazell Carr plc, and prior to this he worked in the actuarial practice of Allied Dunbar. A Fellow of the Institute of Actuaries, Adam has a First Class Honours degree in Mathematics from St John’s College, Oxford and is fluent in English and Spanish.

Peter Griffin

Investment Director

Peter joined the company in 2010 to develop the systems and controls for Dynamic Cash Management, moving on to head up the Investment Team. Prior to joining, his previous role involved working on projects within the Occupational Pensions world. Peter holds the Diploma in Actuarial Techniques and the Certificate in Finance and Investment from the Institute and Faculty of Actuaries, and the Investment Management Certificate. In his spare time, Peter enjoys playing lacrosse for a South London team and attends as many tournaments as possible each year, also helping to run a touring team.

Phil Morris

Director of Distribution

Phil has 23 years' experience in the Financial Services industry and has held senior management positions in National IFA companies, Banks and Building Societies. In 2004, Phil joined the company, merging Easby Financial Management Ltd to create Easby Gale & Phillipson (EG&P). The company has sustained continued growth, with the recent merger with Jonathan Fry PLC. Phil is proud of he fact that the company have been able to recruit and train people from the local community. In his spare time, Phil enjoys spending time with his family, reading and playing with his motorbikes.

Alan Sneddon

Director

Alan has worked in the industry since 1985 mainly working in the retirement and corporate markets. He has been a director of Gale and Phillipson Ltd for 11 years and continues in senior management roles as both Dynamic Cash Management (DCM) Director and HR Director. In his spare time he enjoys spending time with family, reading, walking, and golf.


Corporate Advice

Victoria Cudlip

Wealth Planning Adviser

Victoria joined the company in 2017, having spent 8 years in the financial services industry. Prior to joining Gale and Phillipson, Victoria worked for a national Independent Financial Advice firm where she developed her knowledge in helping clients with a wide range of both corporate and personal financial planning needs. In a world of changing markets and legislative pitfalls, Victoria helps clients to build and preserve wealth and avoid unnecessary tax by advising on savings and investments, pre and post retirement planning, and personal family protection. Victoria also works with corporate clients to protect their businesses and help directors to extract profits in a tax efficient manner.

In her spare time, Victoria enjoys time with her dogs and enjoys sports such as running - she ran the great north run in September - and also enjoys playing golf.


Paul Moat

Wealth Planning Adviser

Paul joined the company in 2016, working from our Newcastle office. Paul has worked in financial services for 14 years and has previously gained a wide range of experience within UK banks in the Commercial and Private banking departments. Before joining Gale and Phillipson, Paul worked for a national Independent Financial Advice firm where he developed his knowledge in the independent market. His expertise lies in dealing with private clients, directors and clients looking at retirement. Paul also helps Directors to protect key employees and extract profits in a tax efficient manner, advising clients on managing the taxation, risk and costs of their wealth. In his spare time, Paul enjoys golf, football, running, and has a 'new found' hobby of climbing.

Paul Bain

Wealth Planning Adviser

Paul joined the company in 2014. He works with clients who have a wide range of either corporate or personal financial planning needs and has a wealth of experience in all areas of financial planning, however Paul does specialise in Inheritance Tax / Trust planning and pre- and post-retirement advice. With over 17 years in the financial services industry - the majority of which was within the High Street Bank Wealth Management division - Paul has worked both as a Financial Adviser and a Manager. In his spare time Paul enjoys spending time with his family but he can often be found covered in mud being put through his paces in the extreme physical challenges of the 'Tough Mudder' obstacle courses.

Adam Henderson

Wealth Planning Adviser

Adam joined the company in 2014, having spent over 11 years in the industry. Prior to joining Gale and Phillipson, Adam spent 4 years as a partner of a FTSE100 Wealth Management organisation. Adam advises both private individuals and corporate clients on all aspects of financial planning. In his spare time, Adam’s family keep him busy although he does manage to play football once a week.

Paul Reeves

Wealth Planning Adviser

Paul joined the company in 2012. Having entered the world of financial services in 1997 initially as an insurance agent, then area manager, Paul has held various advisory roles. These advisory roles include spells at Friends Life and Aviva which took him all over the UK. He then set up his own small IFA business in 2007, which he ran successfully for 5 years until joining Gale and Phillipson. Paul holds level 4 Diploma in Financial Planning and enjoys working with both personal and corporate clients, with a keen interest in retirement and investment planning. In his spare time, Paul enjoys running, cycling, hill walking, football, travelling and photography.


Wealth Planning Advisers

Victoria Cudlip

Wealth Planning Adviser

Victoria joined the company in 2017, having spent 8 years in the financial services industry. Prior to joining Gale and Phillipson, Victoria worked for a national Independent Financial Advice firm where she developed her knowledge in helping clients with a wide range of both corporate and personal financial planning needs. In a world of changing markets and legislative pitfalls, Victoria helps clients to build and preserve wealth and avoid unnecessary tax by advising on savings and investments, pre and post retirement planning, and personal family protection. Victoria also works with corporate clients to protect their businesses and help directors to extract profits in a tax efficient manner.

In her spare time, Victoria enjoys time with her dogs and enjoys sports such as running - she ran the great north run in September - and also enjoys playing golf.


Paul Moat

Wealth Planning Adviser

Paul joined the company in 2016, working from our Newcastle office. Paul has worked in financial services for 14 years and has previously gained a wide range of experience within UK banks in the Commercial and Private banking departments. Before joining Gale and Phillipson, Paul worked for a national Independent Financial Advice firm where he developed his knowledge in the independent market. His expertise lies in dealing with private clients, directors and clients looking at retirement. Paul also helps Directors to protect key employees and extract profits in a tax efficient manner, advising clients on managing the taxation, risk and costs of their wealth. In his spare time, Paul enjoys golf, football, running, and has a 'new found' hobby of climbing.

Craig Annan

Wealth Planning Adviser

Craig joined the company in 2016. He has over 22 years’ experience in the financial services industry - the majority of which has been working as an Independent Financial Adviser. Craig works with clients who have a wide range of personal financial planning needs and has a wealth of experience in all areas of financial planning, however he does specialise in pre- and post-retirement advice, wealth management, inheritance tax and estate preservation. He also works with corporate clients to look at areas of corporate protection.

As a country boy at heart, Craig enjoys using his spare time to enjoy travelling, fly fishing, walking, discovering new restaurants and live music.

Paul Bain

Wealth Planning Adviser

Paul joined the company in 2014. He works with clients who have a wide range of either corporate or personal financial planning needs and has a wealth of experience in all areas of financial planning, however Paul does specialise in Inheritance Tax / Trust planning and pre- and post-retirement advice. With over 17 years in the financial services industry - the majority of which was within the High Street Bank Wealth Management division - Paul has worked both as a Financial Adviser and a Manager. In his spare time Paul enjoys spending time with his family but he can often be found covered in mud being put through his paces in the extreme physical challenges of the 'Tough Mudder' obstacle courses.

Terry Davies

Wealth Planning Adviser

Terry joined the company in January 2001. Terry has over 24 years experience of providing financial advice to clients, 19 of which have been spent as an independent financial adviser. He has developed strong links with a number of professional introducers during that time, and specialises in inheritance tax (IHT) mitigation and providing investment advice to trustees. He has completed the STEP certificate for Financial Services – Trusts and Estate Planning and is a member of STEP (Affiliate) demonstrating his expertise in this area.

Lucy Davison

Wealth Planning Adviser

Lucy has over 20 years experience in the financial services industry. She joined the company in 2012 after a highly successful career in banking, latterly providing financial advice to Halifax clients. Lucy specialises in financial planning and investment advice for clients in later life and is a member of the Society of Later Life Advisers (SOLLA). In her spare time, Lucy enjoys watching Sunderland FC, spending time in the garden and with her family.

Derek Dryden

Wealth Planning Adviser

A specialist in holistic financial planning, Derek joined the company in 1999, having started his financial services career working in London in 1990. Derek is an investment specialist and works with clients in putting together effective and workable financial plans for life, that focus on tax planning, protection and building/preserving capital. As an Arsenal season ticket holder, Derek spends an unhealthy amount of his free time being entertained by the Gunners.

Adam Henderson

Wealth Planning Adviser

Adam joined the company in 2014, having spent over 11 years in the industry. Prior to joining Gale and Phillipson, Adam spent 4 years as a partner of a FTSE100 Wealth Management organisation. Adam advises both private individuals and corporate clients on all aspects of financial planning. In his spare time, Adam’s family keep him busy although he does manage to play football once a week.

Lee Jacobs

Wealth Planning Adviser

Lee joined the company in 2011 and is a Chartered Financial Planner with over 10 years’ experience in Financial Services. Lee’s aim is to make his clients’ lives easier by helping them structure their finances so that they are free to spend more time focusing on the issues in life that matter more to them. With a degree in History, Lee joined John Lewis on their IT Graduate Scheme, before moving to their in-house pensions department. His interest in personal finance led him to change career path to financial planning and he obtained the Advanced Diploma in Financial Planning and Chartered Financial Planner status in 2011. His interests out of work include football, chess and spending time with his young family.

Douglas Macnaught

Wealth Planning Adviser

Douglas joined the company in 2007 and holds the Diploma in Financial Planning. He has over 15 years’ experience in the financial services industry, with roles including Ernst & Young and a financial adviser firm in Richmond. Douglas holds a degree in Economics and Marketing. When not spending time with his young family, he enjoys playing football and has an interest in film and music.

David McElhoney

Wealth Planning Adviser

David joined the company in 2010, having spent 25 years in the financial services industry. As a Chartered Financial Planner, David advises both personal and Corporate clients on all financial planning needs. Accredited as a member of the Society of Later Life Advisers (SOLLA), David specialises in matters surrounding later life financial advice (Investments, IHT, Equity Release, Care Fees Planning). In his spare time, David is a very keen Scuba Diver and Fell Walker.

Tim Piper

Wealth Planning Adviser

Tim has been with the company since 1996 and has 30 years experience in the financial services industry. Tim specialises in Investment and Retirement Planning. For relaxation, Tim enjoys participating in many sports and is also in his words, a keen, rather than competent, amateur musician.

Donna Read

Wealth Planning Adviser

Donna started working for the company in 2001, having worked in a variety of roles until she became qualified as a Financial Adviser in 2004. She now specialises in advising both personal and Corporate clients on all financial planning needs. Donna holds the Diploma in Financial Planning and the CeMAP Mortgage Advice qualification. In her spare time, she enjoys swimming, reading and chasing around after her little boy.

Paul Reeves

Wealth Planning Adviser

Paul joined the company in 2012. Having entered the world of financial services in 1997 initially as an insurance agent, then area manager, Paul has held various advisory roles. These advisory roles include spells at Friends Life and Aviva which took him all over the UK. He then set up his own small IFA business in 2007, which he ran successfully for 5 years until joining Gale and Phillipson. Paul holds level 4 Diploma in Financial Planning and enjoys working with both personal and corporate clients, with a keen interest in retirement and investment planning. In his spare time, Paul enjoys running, cycling, hill walking, football, travelling and photography.

Sandra Sanderson

Wealth Planning Adviser

Sandra joined the company 1998, having previously worked as a Building Society Manager for Cheltenham and Gloucester and having worked in the financial services industry since 1981. As a Chartered Financial Planner with over 20 years experience in Financial Services, Sandra advises clients in areas such as investments, pre and post retirement planning, protection and estate planning. Sandra also holds specialist long term care qualifications and is an accredited adviser of the Society of Later Life Advisers (SOLLA), and an Affiliate Member of the Society of Trustee and Estate Practitioners (STEP) .

David Weston

Wealth Planning Adviser

David joined the company in 2008, having spent all of his career in Financial Services. David was a partner in his own business for 10 years prior to its merger with the company in 2008. Before this he has held roles with a major UK Life and Insurance Company. David specialises in helping clients with pre and post-retirement planning and investment management requirements. In his spare time, he enjoys horse racing and even fulfilled a lifelong ambition to ride as a jockey a few years' ago.

Henrietta Winstanley

Wealth Planning Adviser

Henrietta is a Financial Advier and is a Chartered Fellow of the CISI. She has 20 years’ experience in the financial sector including work as a fund manager, wealth manager, and most recently a private banker at Coutts. Henrietta has a bachelor degree in Mathematics and Statistics and a masters in Maritime Engineering. In her spare time, Henrietta volunteers for the National Trust as a business mentor, and enjoys spending time with her family sailing in the Solent.


Mortgage Advisers

Kay Brown

Mortgage Consultant

Kay joined the company in 2005, having previously worked as a local Building Society Manager. She has worked in the financial services industry for over 20 years and provides mortgage and insurance advice. Married with 2 children, Kay spends most of her spare time chauffeuring her eldest son to various golf matches up and down the country.

Richard Rutherford

Mortgage Manager

Richard joined the company in 1997 having previously worked as a Building Society Manager and has worked in financial services since school. Richard specialises in Mortgage and Protection advice, obtaining most of his clients from referrals and recommendations and works closely with local estate agents, solicitors and accountants. When not at work, Richard enjoys cycling, walking and spending quality time with his family.

Christine Williams

Mortgage Consultant

Christine joined the company in 2012 as an administrator, with well over 20 years’ experience in various clerical support roles. She currently works in the Mortgage Department and has recently passed her CF6 mortgage advice qualification. In her spare time she likes to keep fit at the gym as well as walking miles with her spaniel.


Investment Committee

Simon Jagger

Investment Committee Member

Simon is 47 years old and has run Jagger & Associates for the last sixteen years. As actuaries and investment consultants, Jagger & Associates services are retained by the Investment Committee to act as one of their independent investment advisers; reviewing Committee documents, providing supplementary analysis where required, and helping the Committee to stay up to date on manager and market issues. Jagger & Associates work with a range of pension funds, endowment funds, charities and other institutions. Simon lives in Salford Quays, by the Manchester Ship Canal. When not engulfed in investment problems, Simon unwinds at the piano and on the double bass. He also tries to play golf, and enjoys alpine skiing.

Jonathan Fry

Investment Committee Member

Jonathan has over 25 years’ experience of providing exceptional customer service, high quality advice and personal service to High Net Worth individuals and families, enabling them to achieve their financial aims. The wide ranging experience Jonathan gained from understanding business and family dynamics led him to set up Fry Family Office in 2014, in order to create a specialist family office service for high net worth individuals and private clients with complex financial needs and arrangements. He is a Senior Visiting Fellow in the Faculty of Finance at the Cass Business School, and a regular speaker at a range of summits and conferences in the UK, Europe and Asia on wealth management, entrepreneurship and family office services.

Rupert Nabarro OBE

Investment Committee Member

Rupert Nabarro was until the end of 2012 the chairman and chief executive of IPD (Investment Property Databank). The company established and brought into use an approach to measure the performance of commercial property markets and benchmark the portfolios of property investors, which is now used by virtually all property investment managers and major real estate investors world-wide. Rupert was educated at Oxford (BA in PPE), and University College London (M Phil in Town Planning). After early training in market research, marketing and investment banking, he then spent eleven years as a pioneer in the areas of urban renewal and local economic development. He is a member of the RICS and RTPI, and an honorary life member of the Society of Property researchers. He was awarded an OBE in 2009. Rupert is part of a closely knit family with four children. He is a gardener and small farmer.

Derek Dryden

Wealth Planning Adviser

A specialist in holistic financial planning, Derek joined the company in 1999, having started his financial services career working in London in 1990. Derek is an investment specialist and works with clients in putting together effective and workable financial plans for life, that focus on tax planning, protection and building/preserving capital. As an Arsenal season ticket holder, Derek spends an unhealthy amount of his free time being entertained by the Gunners.

Adam Galache-Brown

Chief Operating Officer

Adam is a shareholder and Chief Operating Officer of Gale and Phillipson. He was previously the Technical Director and Deputy CEO at Hazell Carr plc, and prior to this he worked in the actuarial practice of Allied Dunbar. A Fellow of the Institute of Actuaries, Adam has a First Class Honours degree in Mathematics from St John’s College, Oxford and is fluent in English and Spanish.

Peter Griffin

Investment Director

Peter joined the company in 2010 to develop the systems and controls for Dynamic Cash Management, moving on to head up the Investment Team. Prior to joining, his previous role involved working on projects within the Occupational Pensions world. Peter holds the Diploma in Actuarial Techniques and the Certificate in Finance and Investment from the Institute and Faculty of Actuaries, and the Investment Management Certificate. In his spare time, Peter enjoys playing lacrosse for a South London team and attends as many tournaments as possible each year, also helping to run a touring team.

Isabel Howdle

Investment Manager

Isabel joined the company in 2012 as a member of the investment team, based in our London Office. Isabel holds the Chartered Wealth Manager Qualification with the CISI and an MSc (with Commendation) in Investment and Financial Risk Management. In her spare time she enjoys reading, gaming and dancing.

Tim Piper

Wealth Planning Adviser

Tim has been with the company since 1996 and has 30 years experience in the financial services industry. Tim specialises in Investment and Retirement Planning. For relaxation, Tim enjoys participating in many sports and is also in his words, a keen, rather than competent, amateur musician.

Dominic Williams

Investment Analyst

Dominic joined the company in 2013 as an Investment Analyst. He graduated from City University London with a BSc (Hons) in Financial Economics and holds the Investment Management Certificate. He is currently Studying towards the Chartered Financial Analyst designation. In his spare time Dominic enjoys going swimming and playing the saxophone and piano.


Privacy Statement

Gale and Phillipson Ltd and its subsidiaries Gale & Phillipson (Life & Pensions) Ltd and Gale & Phillipson (Financial Management) Ltd are authorised and regulated by the Financial Conduct Authority (FCA 431387, 142752 and 195080) and all trade under the name Gale and Phillipson. Registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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