I was born & bred in Staffordshire. After graduating from the University of Birmingham in International Studies in 1981, I moved to Oxford, with a scholarship, to train in mental rehabilitation & Social Welfare with the Richmond Fellowship. I am a member of the Personal Finance Society, holds their Advanced Diploma & I’m looking to achieve Chartered status in the near future. Having practiced as an Independent Financial Adviser (IFA) since 1983, I have specialised in the investment and protection of damages awards for the last 25 years.
I have been involved in many leading cases, Wells v Wells for one, both from the investment perspective and as a Court Expert for Structured Settlements, Periodic Payment Orders and Personal Injury Trusts.
I regularly run workshops for lawyers on various aspects of my role as an IFA working alongside the legal profession & have been featured both in the mainstream and legal press.
I am an active supporter & trainer for APIL, CBIT, Headway, the SIA, PIBA and AVMA. The Guardian neatly summarised my work as that of a Financial Social Worker who loves my job. I’m very much ‘a people person’ and a problem solver, my priority in my work at Frenkel Topping is to educate both professionals and claimants to ensure they maximise and protect their damages awards and are able to move on with their lives.
University of Birmingham B.Soc.Sci (Hons) International Studies including Development Economics, Public International Law & French;
The Richmond Fellowship for training in Mental Rehabilitation and Social Welfare, Rutland House, Oxford primarily as a Trauma Counsellor for Students suffering from Mental health problems.
I have a finance background and I enjoy working in this industry. I always strive to do my best in any situation so it’s just easier to achieve my best in an industry I genuinely enjoy working in.
Business Development Consultant
I was born & bred in Staffordshire. After graduating from the University of Birmingham in International Studies in 1981, I moved to Oxford, with a scholarship, to train in mental rehabilitation & Social Welfare with the Richmond Fellowship.
I supervise a team of four fabulous colleagues in the Client Servicing Team, distributing work throughout the day to support our clients and liaise with our experts
As a technical assistant, I do everything I can to assist our clients and my colleagues in any way possible. More often than not, I’ll be among the first people the client speaks to, besides their consultant.
Financial Services Administrator
I enjoy working with like-minded people who enjoy helping our clients and ensuring things run as smoothly as possible for them
Valuations Administrator, Accounts Assistant & IT Assistant
I provide valuations to our clients on a regular basis and deal with any queries or issues that arise as a result. I provide IT support to the Frenkel Topping team and I am part of the accounts team at Frenkel Topping.
I started my FT journey as a paraplanner, supporting the Independent Financial Advisers and consultants, before becoming an authorised Financial Consultant.
My role at Frenkel Topping consists of writing reports, processing pensions, investments, cash accounts and ISAs.
Senior Investment Administrator
I have worked at Frenkel Topping since 1999 and so has experience of working within several departments within the firm, which has helped him gather a knowledge for most areas of the business.
As an IFA Frenkel Topping has a strong focus on the analysis and implementation of a best of breed investment solution via the Fusion Wealth platform.