With over 30 years of experience in the industry, we know that helping our clients to meet their financial goals is only half of the solution. We manage in excess of £700m of assets on behalf of our clients.
Our Wellbeing Strategy outlines our commitment to incorporating our client’s long-term care and social wellbeing requirements into the financial planning process. With this in mind, our experts use our Wellbeing Strategy to ensure they take a holistic view of our clients’ care, social and emotional needs at all stages, to protect their assets in line with these long-term goals in addition to their income-based aims.
The Frenkel Topping Charitable Foundation is an extension of our Wellbeing Strategy. Established in 2015, the registered charity provides funding and support for projects that enhance the wellbeing of vulnerable individuals, their families and carers across England and Wales.
We constantly review and innovate our services to meet the growing requirements of our clients, including Deputies and Trustees. We are delighted to report a 99%+ client retention rate, year-on-year as our clients recognise the value in our expertise, aimed at enhancing their quality of life.
We are highly experienced in dealing with the wealth management needs of parents or guardians of children with special needs, who are not in receipt of a personal injury or clinical negligence settlement.
We are also understand the complexities and uncertainties of the litigation process, to establish a personal injury or clinical negligence award. Our Litigation Support Services team has a proven track record of working with legal professionals to ensure positive financial outcomes for vulnerable individuals, for life.
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We aim, both as a company and as individuals, to support as many of the various charitable and voluntary organisations helping to provide care and support to vulnerable and disabled individuals, their families and carers. We do this through our registered charity, the Frenkel Topping Charitable Foundation.
Call us on 0161 886 800 or email firstname.lastname@example.org to see how we could help you today.
We are always happy to answer any questions you may have.
Please be aware that this website is aimed at residents of England & Wales and the guidance and/or advice contained in the website is subject to national regulatory regime and is therefore restricted to consumers based in the England & Wales.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.