Frenkel Topping - Caring for your financial future
Services


Frenkel Topping provides individual, high quality advice and ongoing management of investment portfolios on behalf of personal injury and clinical negligence clients. Requiring a higher degree of specialism than conventional portfolio management, it is a market in which we have considerable experience. This was recognised in 2000 when we were appointed as one of the first court-approved investment advisers for Patients of the Court of Protection outside of the two panel stockbrokers.

Our aim is to maintain a lifelong ongoing income with the lowest possible risk to suit the individual needs of each client. This involves taking an all-round view, including:

  • Cash requirements
  • Ongoing care and medical costs
  • Dependent family needs
  • Children's education and upkeep
  • State benefits entitlement
  • Accommodation
  • Attitude to risk
  • Tax implications
Our services are available to individual clients, trustees and Court of Protection receivers.

 

 

   
Services Periodical payments Special needs trusts Investment management Carer cover Trustee/Receivership accounts