Investment Management

We provide an innovative, integrated and comprehensive range of investment management services to help you to ensure your investments achieve tax efficiency, appropriate sector allocation and risk profile, appropriate liquidity and term, competitive levels of charge and efficient administration.  Our investment services allows use of main tax wrappers including ISAs, pensions and offshore bonds and is designed to deliver competitive overall costs.

We help you manage your assets in a coordinated, cost-effective way.

Our in-house investment management specialists work with your financial adviser to provide them with a good understanding of all investment decisions made for your investments.

Our Investment Committee monitor the markets and can react quickly to situations as they develop, and implement changes to a client portfolio as appropriate.

Investment Committee Members

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.

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.


London Office

Railway House
1 Whittlebury Mews East
London
NW1 8EQ

020 7483 4488


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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.