Team

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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 is a qualified actuary and holds 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 the 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.

Darren Shur

Non Executive Director

Darren is the co-founder and Managing Director of Genesis Capital Partners. He was previously a director of investment banking at JSE-listed Peregrine Holdings Limited. Darren holds a Bachelor of Accountancy from the University of the Witwatersrand and is a Chartered Accountant and CFA Charterholder. Darren’s hobbies include golf and running.

Lewis Bloch

Non Executive Director

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.

Michelle Dodd

Compliance Officer

Michelle joined the firm in 2018 and has worked within the financial services industry since 2000. The majority of her time has been focused on compliance and regulatory risk management. Prior to joining the firm Michelle has had experience of working with other Wealth Managers, a UK Asset Management company and also spent 3 years working at one of the Big 4 accountancy firms providing audit and advisory services in respect of financial services client money compliance. She is also qualified as a Chartered Financial Planner. Outside of work Michelle enjoys running, yoga, watching movies and reading.

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.

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.

James Downing

Wealth Planning Adviser

I have worked in Financial Services since graduating from University where I read Law. I started my career with Aviva and have worked in Intermediary Sales and as a Platform Specialist at both Aviva and Quilter (formerly Old Mutual Wealth). More recently I have been advising clients across Teesside and the North East focusing on Pensions and Retirement Advice. Outside of work, I'm married and a proud father. I'm a Formula 1 racing fan and over the last couple of years have been learning to play golf.

James Downing

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.

Jay Lopian

Wealth Planning Adviser

Jay started his career as a Chartered Accountant before moving into the financial services industry in 2013. Jay holds level 4 Diploma in Financial Planning and specialises in assisting individuals and businesses with their protection requirements. In his spare time Jay enjoys spending time with his young family but can sometimes be spotted on TV quiz shows, including a successful stint on Countdown.

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.

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 Ward-Foxton

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.

David Andrews

Wealth Planning Adviser

David has 40 years’ experience in the financial services industry, both here in the UK and in Australia. Latterly his responsibilities extended to include all aspects of compliance and regulation. Spare time activities include voluntary work through a local service club, military history, reading, travel and gardening.

Michael Walton

Wealth Planning Adviser

There’s no substitute for experience and I’m certainly a better equipped adviser today than I was back in 1987 when I started working in financial services. Both my professional and personal life experiences have contributed to the knowledge base and set of skills I’ve developed over this period, which I take into every client meeting.

I like having relaxed conversations with clients, carefully listening and absorbing what they are telling me about their circumstances, gently prompting them to expand on what they’re saying so I get a thorough understanding of their situation and requirements. People need to trust their adviser and meetings like these are a good opportunity for a new client to get to know me too and to start building that confidence in me that’s so important.

Mark Mann

Wealth Planning Adviser

I consider myself to be a safe pair of hands. Somebody that will ensure that a client’s money goes the distance, by taking a sensible, methodical, measured approach to what I do. I genuinely care about the outcome of my advice and I want my clients to achieve their financial goals.

Not only have I had many of my clients for a long time but there are lots of examples of having looked after the parents’ finances for decades, and now also acting for the children too. I work across the generations, advising clients who have taken over their parents’ businesses, or inherited their assets.

Typically, I’m giving investment advice to clients who want to take an income from their capital, so they can continue to live comfortably and not worry about their finances.

Keith Galgut

Wealth Planning Adviser

I suppose I have now become what is known as a ‘Later Life’ specialist, financial planning for those at retirement and in what is sometimes referred to as the ‘third age’. My personal experience when my mother became ill in her old age led me, ultimately, to take up this specialisation. It showed me there was a need for financial advisers to combine their core skills with an in-depth knowledge of how Long-Term Care is provided and financed.

It is important to note here that Later Life financial planning encompasses a broad range of advice in addition to the financing of long-term care, including, for example, inheritance tax planning, investment, equity release and retirement solutions tailored for the older ages.

Elaine Snow

Wealth Planning Adviser

I consider myself to hold an important and, in many ways, privileged role. Many of our clients are with us for many years and we play an important part in ensuring their finances are robust enough to work for them throughout their lives. As such, I take great pride in getting to know each and every one of my clients personally, understanding them and their families, and always doing my very best on their behalf.

Financial advisers tend to be needed at the key moments in someone’s life, some of them during joyous events and through times of success, and others around sad events and troubled periods. It's one thing helping clients with their finances from a positive starting point, but a good adviser must also be able to help when situations are less positive too.

David Walton

Wealth Planning Adviser

When I see a client for the first time I say to them “you won’t get an adviser that cares more about you” and I’m confident that the clients I’ve looked after for many years will vouch for the fact that live up to this billing.

I provide the same level of care whether I’m dealing with multi-millionaires, QCs and judges or with self-employed builders, and equally skilled whether it’s analysing a successful business person’s financial requirements, or counselling two siblings coping with parents who both have Alzheimer’s disease and just need support and guidance.

David Satter

Wealth Planning Adviser

I've been an adviser since 1981. As the years go by, you grow with your clients, sharing various stages in their life and helping them with the financial aspects. From buying the first family home and starting new businesses, to planning for when they stop working. You’re also there in unhappier times but sometimes that’s where I see my advice ‘bearing fruit’ and that I’ve done a good job for my client or for their family.

I know how important the financial matters I am dealing with are for my clients and l really care about doing the best job I can. When there are problems (for example, if an insurance company delays paying out a claim or a mortgage company is slow getting an offer out) I don't take no for an answer and don't rest until the issues are resolved.

Darren Smith

Wealth Planning Adviser

I generally see people from all walks of life providing a broad range of advice; from what used to be called the ‘upwardly mobile’ to the financially established at or near retirement. One moment I’m arranging life assurance for family protection, later I’m looking to mitigate a client’s potential inheritance tax liability. In the same way, I’m seeing directors of a start-up business one day and a family owned company that’s been passed down through different generations, the next.

As a young man I started in this industry arranging mortgages for people at a similar stage in life as mine and now I'm helping my clients’ children to get on to the housing ladder. I still like doing this as I believe I'm providing a very valuable service and I also like the variety of dealing with a range of different clients and all the different things they need.

Daniel Aharon

Wealth Planning Adviser

After studying advanced business, my career began in the residential property market, where I found my niche in some of the most affluent postcodes in North West London. Having worked closely with mortgage brokers in my capacity as a senior property negotiator, my interest in financial services led me to qualify as a CeMap adviser with distinction, when I joined the industry in 2005.

Today, I have specialist knowledge of and experience in the arrangement of all types of secured lending (including bespoke private and asset-based funding both in the UK and overseas). As well as, of course, mortgage protection/self-assurance products (which go hand-in-hand).

I like to think of myself as a natural ‘people’s person’ as well as being a dedicated adviser. To that end, I always try my best to really invest in all my client relationships, going above and beyond to accommodate their needs.

Daniel Coburn

Wealth Planning Adviser

A lot of my clients have already accumulated their wealth and are looking at making it work harder in their retirement with no added risk. They may want to draw a regular income, have access to the capital for ad-hoc items of expenditure like holidays, or just know the money’s there when and if they need it. Many clients, at the same time, would like to know that what they don’t need in their lifetime can be passed onto their children as tax efficiently as possible.

A very reasonable set of objectives, some of which can have fairly complicated solutions. I believe I have the skill of turning the complicated into the straightforward: delivering advice in clear and straightforward terms, leaving clients in full possession of all the pertinent facts to enable them to always choose the best solution.

Anthony Posner

Wealth Planning Adviser

What I concentrate on more than anything else is looking at the whole picture. I like to see and help my clients grow, reviewing a whole suite of products I’ve put in place for them over a period of time, running all their protection plans and investments; in fact, managing the whole of their financial planning portfolio. It is really important to me that I see improvements in a client’s financial circumstances which I’ve helped bring about and the progress we’ve made in meeting whatever objectives or goals they may have.

I get great satisfaction from seeing my regular clients frequently over the years, even if it’s not all connected to a long-term plan but just a series of separate transactions that are pieced together over time. When it’s time to review, clients really just want to see you to make sure everything's okay... it’s more about peace of mind and reassurance that you're there and looking after everything on their behalf.

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.

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.

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.

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.

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 is a qualified actuary and holds 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.

James Sanderson

Investment Analyst

James joined the company in 2016 as an Investment Analyst. He graduated from the University of Leeds with a BSc (Hons) in Chemistry and holds the Investment Management Certificate. He is currently studying towards the Chartered Financial Analyst designation. In his spare time James enjoys cycling, reading, keeping fit in the gym and going to the pub with friends.