I am an independent financial adviser and have been advising clients since 1990. I am a recognised expert in pension loss calculations, Periodical Payment Order (PPO) analysis, personal injury trusts and the investment and ongoing management of damages awards. I regularly advise on complex trusts and court of protection matters. I work exclusively in the field of personal injury, clinical negligence and criminal injuries compensation.
I have prepared in excess of 500 reports in this field and act for both claimants and defendants. I regularly prepare CPR compliant reports in litigation matters and have given written and oral evidence in court within my area of expertise. I regularly train colleagues on all aspects of Pension Loss, PPOs and the requirement of proper financial advice in personal injury litigation.
I am a member of APILs discount rate working group and discount rate research group and have assisted in advising the English and Welsh and Scottish governments on changes to the personal injury discount rate. I also assist APIL on other working groups when required.
My expert witness pension reports regularly cover defined benefit schemes, defined contribution schemes, work based pension calculations, state pension and loss of dependency. I have conducted many seminars for law firms and barristers’ chambers throughout the UK.
I have also appeared as a guest speaker at Oxford University and for numerous independent conferences (such as APIL, AvMA and The Law Society) for legal practitioners, litigators and professional groups on the role of an independent financial adviser working alongside the legal profession.
These talks focus on the areas of investment, pensions, personal injury work, tax planning and trustee investment.I have also regularly conducted accredited training for APIL, the SRA and the Bar Standards Board.
Prior to joining Adroit, I was a Senior Consultant and Head of Litigation Support at Frenkel Topping, where I worked for 7 years. Prior to that I was Director of Financial Services for Cassons Chartered Accountants and Business Advisers, where I worked for 10 years.
Throughout my career I have advised hundreds of clients on the setting up and managing of high value investments and have also advised many individuals and companies on the different pension arrangements available to them, from small Personal Pensions through to complex SIPP and SSAS arrangements for high net worth clients.
I have also advised on and implemented company pensions schemes for many types of employer.