I have been a part of Frenkel Topping for 28 years having joined as a director in 1991. I am currently chief executive officer for the company, and my main role is managing the strategy of the group and the innovation, development and profile of the business.
The most rewarding part about working at Frenkel Topping for me is being able to both help our clients and build strong relationships with the staff.
My brother broke his back falling out of a window at university in 1986, when he was only 18. He has been paralysed from the waist down ever since. To this day my mum cannot look at a photograph of Andy pre-accident. This has given me a good insight into the effect a catastrophic injury can have on an individual and their family. This gave me the drive to make sure Frenkel Topping delivers the best, most transparent service possible to our clients.
I joined Frenkel Topping in 2010 and have since risen through the ranks to my current position as group chief operating officer and managing director for Frenkel Topping Limited.
Additionally, I am head of the company’s litigation support team and am the company’s lead expert for periodical payments/structured settlements, with industry-wide recognition.
I hold a degree in mathematics and accounting, am authorised and regulated by the Financial Conduct Authority and currently hold the Statement of Professional Standing issued by the London Institute of Banking & Finance. I have also studied and successfully qualified in the investment advice certificates and have a great understanding of holistic financial planning.
I have worked in the financial services industry since 1996. I began my career at Nelson’s Money Managers before joining Barclay’s Financial Management in 1998. Immediately prior to joining FT I was managing director of my own IFA firm, which I ran successfully for several years.
I am married with a soon to be teenage daughter. I enjoy playing competitive golf and cooking.
I was previously Group Financial Controller for the group since May 2009 and joined the Board of the Company as Chief Financial Officer in March 2020. I qualified as a Chartered Management Accountant in 2010 and, prior to joining Frenkel Topping, I was a Financial Reporting Accountant at Carillion Utility Services and worked in various finance functions at Bupa.
I joined Frenkel Topping as Group Director of Business Development in March 2021, following 14+ years in the legal industry.
I am responsible for the Business Development team, where I oversee the development of the Frenkel Topping Group and each of the its individual brands. Day to day, I review and implement strategic opportunities at group level, presenting to the board and then assisting the team in executing development operations.
My background includes experience in all types of litigation funding, insurance products and specific scheme building, with a particularly strong skillset in the PI/CN market.
The range of businesses within the Frenkel Topping Group gives a variety of opportunities to work with. I relish the challenge of growing the businesses and working with the team and consultants to provide a platinum service to our clients.
The Frenkel Topping Group is a hugely successful business with great growth potential and reputation, as well as a fantastic team. I was particularly drawn to the Group by their genuine concern for clients – always putting the end client at the forefront of everything they do. I was delighted to be asked to join the team.
In my spare time, I’m a keen golfer, I still play hockey at a reasonable level and I enjoy watching most sports. I have started running frequently and have a marathon to complete later this year! I like to travel and experience nice food with the wife and am also a proud father.
I joined Frenkel Topping in February 2016 to manage the welfare benefits and personal injury trust team. The welfare benefits team provides specialist welfare benefit advice and assistance in respect of benefits a client may qualify for but not yet claimed. Benefits is such a complex area which can lead to millions of pounds going unclaimed. My team also assisted clients and solicitors to ascertain the benefits of a personal injury trust in each individual circumstance and, if needed, assist in setting up the trust from start to finish, providing a complete trust service to our clients and solicitors.
In November 2017 I was appointed to the position of operations manager, responsible for leading a number of core service areas within the business, working in partnership with the directors and senior management team to ensure the smooth running of the organisation and to support in the delivery of the business objectives. Most recently I have been appointed director of HR, responsible for activities spanning a wide variety of core functions.
I feel very privileged to be part of a team that has the customers at the heart of everything it does. In my spare time I enjoy running and have completed five 10k runs and two half marathons for charities.
I have had the pleasure of working at Frenkel Topping for over 20 years, during which time I have held many roles across the company. This experience has enabled me to gain a considerable understanding of our unique clients’ needs and objectives, which is invaluable to my current role. My team is responsible for providing comprehensive information to the Investment Committee, of which I am a member, to allow the committee to design, maintain and fully monitor the structure of the group’s centralised investment proposition. This involves producing detailed research on investment solutions, platforms, tax wrappers etc, in order to ensure that we believe that all solutions are the most suitable for our clients.
I have worked with Frenkel Topping as group director of compliance since 2009, and am responsible for developing and maintaining robust systems and controls in order to ensure that key risks are managed within the Frenkel Topping Group.
I am registered with the FCA as the SMF 16 and SMF 17, compliance and money laundering reporting officer functions and liaise with the regulator, having oversight of both advice, regulatory support and training, and competence operations. Having previous experience as an IFA, I’ve also had many years of financial services experience.
I enjoy the innovative style of Frenkel Topping which provides dynamic insights beyond the normal everyday tasks of compliance. My role of managing risk extends to personal life too – whereby I managed to land on the runway when making a parachute jump- avoiding the landing of an incoming glider!
I joined the business at the start of March 2021 as a Commercial Team Executive and was promoted to Client Experience Manager in November 2022.
My role is to support Clients both lay and professional from the moment they engage with us, until their case has settled and beyond life after settlement. I also support our staff to make sure they have everything they need to be able to give an impeccable service no matter what. Looking into all parts of the business processes and workflows.
I began my career in the property industry in sales. lettings and marketing which has given me over a decade’s worth of customer service experience. Following having two boys I worked within the education sector for 6 years. This allowed me to engage with a very different audience in preschool and early years.
My eldest son developed Type 1 Diabetes in 2013 which has given me further insight into having to live life around health issues, getting to appointments, understanding what you are being told by consultants and the worry of juggling all of this around everyday life.
That is why I love working at Frenkel Topping because they are passionate about the people they look after and the people that work within the company. It is like working for a big family, everyone looks out for each other, and nothing is too much trouble if you are in need of help and advice.
I have a natural caring, empathetic personality and if I can bring that into my workplace, I feel I am adding to my community.
I joined FTL as an admin assistant in February 2012 and took on my current Manager role in January 2020.
A typical day involves ensuring that the various requests placed upon the FS team are picked up and dealt with in a timely fashion, as well as using my knowledge and experience to be a point of reference for the team. I also train the team on all aspects of the role to make sure that we have as wide a knowledge base as possible.
After 12 years in business banking with Barclays I took voluntary redundancy and was made aware of an opportunity at FTL by my colleague James Bunby. I entered the business as an administrator, then progressed to senior administrator, team leader and manager, and following the 2020 restructure I was given the FS Manager role.
As soon as I researched what FTL was, I really wanted to join as I saw it as a great way of furthering my career whilst helping vulnerable clients and their families. We have a good group of people that see the bigger picture. We are aware that providing the services we do might seem simple or mundane to us at times, but to a client it could mean we have assisted with a huge change to their lives. I think that we should always try to remember that.
I joined Frenkel Topping in 2013 as a post-settlement administrator, progressing to my current role in February 2020.
My main role is to supervise the team and the workload of administrators and client services executives to ensure the smooth day-to-day running of the department. I ensure all work is allocated, any problems or issues are dealt with, and training and guidance is given.
I have worked in financial services since 2003, and hold a CISI Introduction to Financial services Level 1 qualification.
I wanted to continue my career in financial services after moving back to Manchester. On researching Frenkel Topping’s work and client base, it really stood out from other IFAs. In my own work here I genuinely feel that I am making a difference and helping to provide financial security to the clients we provide a service for.
I joined Frenkel Topping as a graduate in September 2019 as a member of the Expert Witness team. This followed me completing a Law Degree from The University of Liverpool which is particularly relevant to the Expert Witness Team as I studied civil litigation, which helps me to understand the legal aspect of the cases we handle.
Following the completion of my graduate scheme and achieving a Level 4 Diploma in Regulated Financial Planning I was promoted to Expert Witness Specialist. Whilst working in this position it was my responsibility to train team members and continually carry out research into aspects relevant to our reports, alongside dealing with the most complex reports we are instructed on. The Expert Witness team works on the pre-litigation side of a client’s personal injury claim, and which assists with writing reports alongside our Expert Witness consultants to quantify a client’s loss in relation to Loss of Earnings, Loss of Dependency and Loss of Pension, along with providing Periodical Payment Order and Structured Settlement reports.
In July 2023, I was promoted to Expert Witness Team Manager. As team manager, I ensure the daily functioning of both the Expert Witness team and the relevant consultants. I also ensure the Expert Witness team continues to use the most up-to-date data and processes to stay at the top of the industry.
I was attracted to working for Frenkel Topping as a close family friend of mine has cerebral palsy; Therefore, I have always seen the difficulties a disability can cause for an individual and their family. Consequently, it means a lot to me that the work we do at Frenkel Topping can help our clients’ lives be a little bit easier and of much better quality.
I joined Frenkel Topping in 2012, and work in the personal injury trusts team where we are the first port of call for clients where any award of damages (whether an interim payment or final settlement) may mean that entitlement to state funding for welfare benefits or community care is affected. We advise and assist clients in the protection of their existing or future entitlement to state funding.
I graduated in accounting and finance from Manchester University.
I enjoy the variety each day brings and the satisfaction it gives when I advise clients and they appreciate our assistance.
I am a welfare benefits specialist providing expert advice and guidance on a range of issues including disability and sickness benefits, Universal Credit, personal injury payments, benefits for people from abroad, tax credits, support with housing costs, and benefits for people receiving care services.
I joined Frenkel Topping in May 2016 as a Welfare Benefits Caseworker, before taking the role of Welfare Benefits Manager in September 2020. As manager, I am responsible for ensuring the smooth running of the team in line with the aims of the business.
My role includes supporting the development of the team whilst ensuring an excellent quality of service for our clients. I am responsible for preparing and delivering up to date training sessions for solicitors and other professionals, completing financial assessments to ensure income maximisation and providing a full casework service. This includes supporting clients in the benefit application process, preparing mandatory reconsiderations, and representing clients at appeal tribunal. I also prepare reports regarding entitlement for clients who lack capacity, ensuring that their Court of Protection appointed Deputies meet their requirements as set by the Office of Public Guardian.
After graduating from Durham University, I began my career in a busy Local Authority welfare rights team, providing advice to families in hardship throughout the city. I also managed a regular advice surgery at a Chinese community centre and spent time as an officer on the Local Authority’s emergency assistance scheme, providing aid to residents applying for urgent help. I have experience of completing financial assessments for clients receiving care and support services. Following university, I achieved an NVQ Level 4 in Advice and Guidance.
With the introduction of welfare reform, the benefit system has become increasingly complex, and many people are at risk of financial hardship due to the changes implemented. It is so important for me to feel that I am making a contribution to improving the lives of others, and working at Frenkel Topping allows me to do that in a practical way.
I joined FT in August 2014 as a consultant on the client review team. In March 2020 I was appointed to my current role as senior consultant on the team. This sees me completing reviews with clients to ensure that their investments remain suitable. This enables them to focus on living their best lives without having to worry about their finances. I also support the other five review team consultants.
After working for a number of years in financial services and helping people manage their wealth, I welcomed the opportunity to use these skills in an environment where getting this right on a daily basis makes a significant difference to our clients.
The business has grown significantly over the last nine years I have been at FT, but it still has that caring family ethos where your views and suggestions are taken seriously, and you can go and have a chat with the executive team.
By helping clients with their money, benefit enquires, Court of Protection concerns and Office of Public Guardian queries I feel I make a real difference to their lives, allowing them to focus on the challenges of daily life and living the best life they can. The support I provide in helping manage and solve their financial challenges takes these burdens away so they can get on with living.
I first joined Frenkel Topping as a consultant in May 2016, progressing to senior consultant in December 2017. I specialise in the fields of personal injury and clinical negligence.
My main day-to-day responsibilities include helping clients who have received life-changing awards to manage and plan for their future needs and acting as an expert witness pre/during litigation to assist solicitors with their financial reports.
Prior to joining Frenkel Topping I worked as a financial adviser for two of the UK’s largest high street banks – RBS and Barclays.
I was attracted to Frenkel Topping as it is a market leader in the personal injury and medical negligence sector. It is a nationwide business with strong values around the long-term needs of clients, but also from an employee perspective is passionate about the people who work within the business. I was also impressed by the charitable foundation, which helps clients who suffer serious injury regardless of the presence of a claim to litigate.
When I joined the company, I hoped to be able to use my expertise to help vulnerable people after life-changing events. It’s important to me to be able to provide them with the peace of mind that all their needs can be met once a tailored financial plan is in place.
My own grandad suffered from mesothelioma following negligence at work, and myself and my uncle were successful in pursuing a claim that assisted with his care in his final years. The financial security that was provided for our family gives me first-hand experience of understanding the importance of carefully considering, and looking after, any financial settlement.
I joined Frenkel Topping as a consultant in February 2015, progressing to my current position of Client Director in May 2023.
I am a chartered financial planner with over 20 years’ experience, and in my current role I act primarily as both an expert witness and a specialist financial adviser.
My work varies from offering simple guidance and support to clients through to complex calculations and providing in-depth financial advice. I pride myself on my ability to provide uniquely tailored financial planning to the individual needs of each client, depending on their financial sophistication and the nature and severity of their injuries or vulnerability. I am also fluent in Welsh and can offer these services bilingually.
I graduated from the University of Wales with an Honours Degree in Mathematics, Operational Research and Statistics, and have worked in the financial sector since my graduation. I hold chartered status in financial planning and am currently studying to becoming a Fellow of the Financial Institute, with only one exam remaining to complete the fellowship.
At Frenkel Topping, I am able to advise some of the most vulnerable people in the UK, their families and legal advisers. I am passionate about providing a high level of detail and service to clients and their families at a time when they really need it. The unsettling and daunting time both pre- and post-settlement can create all sorts of emotions, financial planning needs and concerns. I feel very lucky to be able to help and can honestly say that I love the work I do.
I have family members with different disabilities and have seen first-hand the effect this can have on family life and individuals. Both my own and Frenkel Topping’s commitment is to be there every step of the way, providing specialist expert witness, financial planning and wealth management solutions to clients and their families, not only for today but also for the future.
Louise graduated from the University of Bolton with an Honours Degree in Accountancy & Law and went on to start a career in Finance. She has held Chartered status in financial planning since 2013. Louise specialises in the investment and protection of catastrophic damages awards and have been involved in many cases from a financial planning perspective. She is an expert witness for Periodical Payment Orders and Pension & Income Losses. Louise joined Frenkel Topping as client Director in May 2023 having spent the last 7 years working with clients who have suffered a catastrophic injuries and life changing events. She is a member of the Chartered Insurance Institute and the Court of Protection Practitioners Association.
I joined the Frenkel Topping Group in December 2021 following over 10 years of marketing and business development with the legal industry.
My previous career in costs recovery services has given me a unique insight into the workings of legal practices. During this time I have successfully identified, developed and managed opportunities within the personal injury, clinical negligence and court of protection market.
I was proud to be joining FTG at an exciting time for the group, the opportunities available to progress in my career and to broaden my horizons within the legal services sector. Professionally I was impressed with The Frenkel Topping Charitable Foundation which is a saving grace for individuals and their families who have experienced life-changing injury or clinical negligence but were unable to secure financial support following the incident.
I enjoy being part of a team who are renowned for their expertise and knowledge but also their empathy and compassion to help people who are experiencing a difficult time in their lives. I’m grateful to be involved in a company whose values are reflected throughout the group supporting lawyers and their clients throughout the litigation journey.
Bio coming soon
I joined Frenkel Topping in August 2017, after completing a placement year in 2015 whilst studying at University for my BA (Hons) in Business and Financial Management.
I started on the graduate scheme in September 2017, rotating around every department within the business. Business Development resonated with me, so I settled in this department in August 2019.
Day-to-day I identify and develop new business opportunities and from there, ensure that I work hard to establish and retain strong and lasting business relationships. I support consultants with training at various firms also signposting all our group services which support clients in all areas of their journey through personal or medical negligence claims following life changing events.
I joined Frenkel Topping in 2018 as an administrator supporting consultants, clients and report writers. Shortly after joining I was promoted to Technical Administrator. In January 2020 I moved to the client support executive role.
I work alongside our consultants, professionals and clients directly to assist them with the administration of their investments. This includes helping clients gain access to funds to meet their needs, completing financial reports for the consultants, and maintaining an exceptional client journey both as they engage with us or as an existing client.
I enjoy working for Frenkel Topping because we do something that matters, and we make a difference. The business has a real collective passion in helping vulnerable people at a time when they need it the most and it’s very rewarding to be a part of that.
As a Graduate Associate at Frenkel Topping I get the opportunity to gain experience in both the Financial Services team and the Expert Witness team. I am currently working within the Expert Witness team. We work on the pre-litigation side of a client’s personal injury claim, and I form part of the report writing team which writes reports alongside our expert witness consultants to quantify a client’s loss in relation to loss of earnings, loss of dependency and loss of pension.
I joined Frenkel Topping in September 2021 as part of the two-year graduate scheme. I hold a BA (Hons) Business Management with Law degree from Manchester Metropolitan University. I studied topics such as Corporate Financial Management at university which I found to enjoy and made me wish to pursue a career in a Finance related role. I am currently studying towards the Cii Level 4 Diploma in Financial Planning with the hopes of becoming a consultant in the future.
Prior to applying for the Graduate Associate role at Frenkel Topping I could see that the company has very strong values and the company had put a fantastic graduate scheme which offers support through the Dip PFS qualifications whilst gaining industry experience at the same time.
I like the fact that no two days at work are the same, on a daily basis I deal with different clients who have individual circumstances which makes the work interesting and varied. The team at Frenkel Topping are very friendly and have made me feel extremely welcome since joining in September 2021.
In 2020, my mum suffered from a detached retina which has left her partially sighted and has made some daily tasks extremely difficult. It has made me recognize the difficulties our clients and their families face when dealing with their injuries and gives me an understanding to the worries and concerns they will be facing.
I first joined Frenkel Topping in August 2017 as part of the graduate scheme and took on my current role as consultant in August 2019.
My main responsibilities include supporting clients throughout their litigation by helping to calculate their losses as a result of their claim, and then continuing this support following the settlement of their case by providing them with holistic financial advice so that their settlement can work hard to support their needs throughout their lifetime.
I currently hold the Diploma in Regulated Financial Planning and I am working towards achieving chartered status.
As a graduate I was unsure on my next steps into my career and the graduate scheme gave me a clear path to develop my skills and knowledge in such a niche area of the financial services industry.
The best part about working for Frenkel Topping is getting to meet with clients and seeing first-hand the impact that the work we do has on their lives. Hearing stories on the amazing things our clients have gone on to do, such as starting charities and supporting others in similar positions to themselves is truly inspiring.
I joined FT in 2015 as a trainee paraplanner. My role changed to my current one following the restructuring of the business in January 2020.
I currently provide support to Elen Davies-Kay, her clients, and her professional contacts. This mostly takes the form of producing investment recommendation reports and the associated administration.
I have a BA Hons in Creative and Professional Writing with English.
At Frenkel Topping I saw an opportunity to utilise my existing skills and develop new ones. It gives me a great sense of purpose and achievement to know we are supporting some of the most vulnerable in our society.
I joined the business as a business administrative apprentice in September 2020.
I supported different teams within the business with a variety of administrative tasks, such as raising invoices, sending reports, updating our in-house system, contacting, and communicating with solicitors regarding cases, and supporting our consultants as required.
I have recently stepped into the role of a Trainee Report Writer for the Expert Witness Team. My day-to-day work consists of assisting the expert witness consultants in preparing expert reports such as loss of pension, loss of earnings and periodical payment orders.
I was attracted to working for Frenkel Topping as it is a well-established company that promotes values, I resonate with along with demonstrating integrity in everything it does.
I initially joined Frenkel Topping in April 2017 as an administrator on the business processing team. In January 2018, alongside Sue Roberts, I was a founding member of the new client relationship team. I was appointed Manager of the CRT in January 2020.
My role sees me providing support to the rest of the team, as well as ensuring clients are receiving the best possible service throughout their investment journey. From engaging with newly invested clients, providing an introduction to Frenkel Topping, to maintaining contact with existing clients and offering our support and services, I am always on hand to ensure that the client has a direct contact point within the business, in addition to their dedicated consultant.
We aim to build on our relationships, both old and new, and are happy to welcome clients to our offices for meet and greets with the wider team, providing reassurance that the client and their investments are in good hands with Frenkel Topping.
The team also assists our review consultants with arranging their annual client review meetings and works with the financial services team to acknowledge receipt of client withdrawal requests.
At the time I joined FT I was looking for a change in career, and after reading about the company and gaining some understanding of the clients and the nature of their investment needs, I was encouraged to apply for a job. Learning that this wasn’t investments for the already wealthy, and that our clients had often been through life-changing events prior to investing, made Frenkel Topping something I wanted to be part of.
I particularly enjoy getting to know our clients as people, not just clients, and this was particularly true during the covid pandemic when the importance of such relationships only increased. I realise now, more than ever, how important it is for us to have these relationships, not just for retention rates but as a genuine support network, whether relating to clients’ investments or simply as a sympathetic ear. I always take something away from our conversations that make me pleased to have spoken with clients.
I initially joined Frenkel Topping as a Finance Assistant in September 2008 before moving to the IT team in 2013, and I also spent time working as a Valuations Team Leader in 2017. In my current role I am responsible for monitoring the IT system and providing assistance to colleagues, updating our CRM with regular valuations from providers, and providing the business with daily stats.
Prior to joining FT I spent several months working as a Finance Assistant at ICON, and was pleased to move to FT in the hope of furthering my accounting knowledge.
My unique role allows me to interact with all areas of the business from consultants and staff to clients and suppliers, and it is this element that I really enjoy, as well as dealing with the day-to-day issues that present themselves with regards to modern technology. Every day is a new challenge.
I joined Frenkel Topping in 2021 as a Graduate and began my journey on the Expert Witness Team as a Report Writer.
In June 2023, I was promoted to consultant following the completion of my Financial Services Diploma in November 2022.
I work closely with the Client Directors on their Expert Witness & Financial Services work. I liaise with the solicitors, deputies, professional trustees & clients across all stages of the settlement process and ensure the Client Directors have the information to present excellent Expert Witness and Financial Advice Reports.
Before joining Frenkel Topping, I worked as a Business Development Executive for a Software Start-up called Pimberly. I also have a 1st Class Degree in Economics from the University of Manchester.
I was attracted by the opportunity to use my time and effort to provide financial advice to those who have been through a difficult situation and assisting them could be the difference between their support lasting or not.
I joined as a Business Administration Apprentice on the Commercial Team in December 2022. I log enquiries that come into the business and provide support to currently three consultants at Frenkel Topping LTD. We are usually the first contact that most people have when enquiring about any work they need or if they if they any questions about the business.
What first interested me in Frenkel Topping was the many areas of work that they do, not just in the Frenkel Topping Limited but in the Frenkel Topping Group. When I was researching for the role I found it fascinating the amount of work that goes on for a personal injury case and the fact that the solicitors needed to refer to us for work.
Working at Frenkel Topping has given me a better understanding of what people go through in a personal injury and has definitely made me a more emphatic person.
I joined Frenkel Topping as a technical assistant/paraplanner in April 2015. In 2017 I worked my way through the CII exams as a trainee financial consultant until I completed the Diploma in Financial Planning, progressing into my current role as a financial consultant and expert witness in 2018.
Pre-settlement, as an expert witness, I provide a wide range of reports to ensure the claimant’s financial claims are reflected accurately. Post-settlement I assist solicitors and vulnerable clients in a variety of ways from a simple conversation to answer some of their concerns to formal advice including cashflow analysis and detailed investment recommendations.
I hold a BSc in Finance and Accounting, a DipPFS covering financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection, and financial planning practice, a CertPFS in Discretionary Investment Management, and an Advanced Diploma in Financial Planning.
At Frenkel Topping I enjoy working for a company that genuinely cares for the end client and is really making a difference to vulnerable people throughout their lifetime. This is one of the reasons I can take pride and look forward to my future at Frenkel Topping.
It may seem insignificant compared to some of our clients’ injuries, but I broke my leg while on holiday in Greece. This resulted in a compound fracture that left me with an external fixator on my leg for almost a year. I was lucky to have the opportunity to fully recover with the right physio and strengthening program, however I can take from my relatively minor injury an understanding of not just the physical aspect of a personal injury but also the mental effect this can have on an individual. I hope that I can use this insight to engage with clients and understand the complexity of their needs.
I joined the company as part of the Graduate intake in 2019, starting in September after completing my BSc in Economics at the University of York. Having completed the Graduate training programme I qualified as a Financial Adviser having gained experience across the business from the perspective of pre and post-settlement life for claimants.
I have now been working in this role as a Financial Consultant for around a year, advising clients at settlement and reviewing existing investments to ensure that any awards that our clients receive are carefully managed to ensure they are there to support them throughout their lifetimes.
In addition to this, I also spend a significant amount of my time preparing Expert Financial Reports to assist Professionals during litigation, having worked in this section of the business for 3 years. I really enjoy this part of the job as it helps me engage and assist with clients during some difficult times, aiming to assist litigators in a way that can maximise the value of the claim and to help ensure the client gets the best result possible, so that they can live the most fulfilling life possible, post settlement.
My job helps me to really make a difference and support some of the most vulnerable members of our society, and I hope by working with the industry leader in this field I will be able to assist many more people moving forward.
I joined Frenkel Topping in March 2021, as an apprentice business administrator becoming an FS administrator in February 2023. My current role involves completing tasks such as withdrawals and engagements, filing, handling incoming and outgoing post and carrying out printing and scanning.
I have always wanted to work in the finance/administration industry, and Frenkel Topping offered this and much more. In my time at Frenkel Topping so far, I can honestly say I have enjoyed everything about my role, and that it has already taught me some valuable life skills that will doubtless prove useful in my future life and career.
I recently qualified as a Financial Adviser in August 2020 but have been working in financial services for over 10 years.
I spent the early part of my career in complaints, eventually becoming Executive Complaints Manager in the banking industry and have since worked at a range of Financial Advice firms, including one of the country’s largest and oldest investment houses.
It has been almost 3 years since I began working with clients who have received a legal settlement and I have been involved with all stages of litigation, supporting clients, trustees and legal professionals. I have worked closely with one of the largest personal injury solicitors in the UK and have extensive experience dealing with Clinical and Medical Negligence, Serious Injury and Court of Protection specialists.
I joined Frenkel Topping in January 2022 and feel privileged to be able to continue to work with clients who are in receipt of lifechanging settlements.
I am passionate about making Financial Advice available and accessible to everyone, no matter their experience or background, and I aim to provide well rounded, fair and clear advice to my clients and their families both now and for the rest of their lives.
It is very important to me that my clients trust that their financial circumstances are being well managed and have an adviser that they can talk to about anything.
Along with the expertise offered by the wider team, I can help clients with long term planning and investing for the future, without taking any unnecessary risks.
I first joined Frenkel Topping in May 2019 as a trainee paraplanner and became a client support executive February 2020.
My day-to-day responsibilities involve managing the diary of Client Director, Elen Davies-Kay, we work together to provide an all-round service to her clients which includes report writing, valuation reports, and dealing with their day-to-day queries.
I have been working in financial services for over six years and have completed my RO1, RO4, LP2, and FA1.
I was invited to attend an interview at Frenkel Topping and once I heard about the exciting ventures they had planned and the work they do for vulnerable clients I was excited to join the team.
Frenkel Topping differs from most financial services practices as they work within the niche market of personal injury clients. For me this makes the job far more rewarding, knowing that we are contributing towards the wellbeing of clients that really need our help and making their lives a little easier.
I joined the business in February 2019 as Expert Witness Administrator and became a graduate associate in October 2020.
As a member of the expert witness team, my day-to-day work consists of assisting the expert witness consultants in preparing expert reports such as pension loss, loss of earnings and loss of dependency. The aim of our reports is to quantify the client’s loss which they have suffered as a result of personal injury or clinical negligence.
I hold a law degree which has really helped with my understanding of the litigation process, especially as I studied clinical negligence modules which boosts my understanding of my role, and the wider role of the company. I am currently studying towards exams for my Level 4 Diploma in Financial Planning.
The thing that attracted me most to Frenkel Topping is that the improvement and progression of the staff is one of their main priorities. As someone who joined as an administrator, I have experienced first hand how Frenkel Topping go above and beyond to put their staff on the path they need to be on to become successful in the industry.
The work I do is important to me because, beyond the numbers and the words on the page, it is making a huge impact on someone’s life for the better. That provides great job satisfaction at the end of the day.
I joined Frenkel Topping in February 2008 as a junior administrator. Over the years I have worked in the pre-settlement expert witness team and post-settlement financial services team within the company.
I am currently a review consultant, which includes maintaining ongoing client relationships, reviewing the ongoing suitability of client investments, assessing capacity for loss and attitude-to-risk profile, and completing various cashflow modelling scenarios.
I am a chartered financial planner, and I enjoy working at Frenkel Topping as it allows me to help vulnerable clients when they need it most. Dealing with people who have suffered personal injuries means we meet them when they are at a crossroads in their life and trying to get back to some sort of normality post-accident. A lot of people I meet never expected to need a financial adviser, so we help them to make sense of their future finances and put a road map in place for them to enjoy their lives to the fullest.
I joined Frenkel Topping in August 2020 as a financial services administrator, which requires processing recommendation reports, liaising with providers to invest clients’ monies, coordinating with fund managers to action withdrawal requests, and answering and resolving any client issues and queries .
Prior to this role, I have worked in administration for many years. The admin team plays an integral part in any business, linking the supplier to the end user and vise-versa. Having that experience in dealing with both ends of the supply chain is beneficial in providing a knowledgeable, efficient, and truly professional service to the clients.
Frenkel Topping is an IFA with a difference. It’s not just about managing and increasing wealth, but helping clients who have endured accidents and injuries. I hope that we can take that little bit off their plate, and give them one less thing to worry about.
I joined the business in October 2020 as an Assistant Accountant and I provide support to the Group’s central Finance function. My key responsibilities include the preparation of monthly management accounts, compiling and maintaining financial records and responding to any finance related queries as and when they arise.
I have 3+ years’ experience working within a busy Finance department; prior to joining Frenkel Topping I worked at a large corporate law firm as a Legal Cashier. At Present, I am part way through my ACCA studies – the aim is to be a qualified accountant by 2023!
So far, one of the best things about working for Frenkel Topping is the fantastic support available to employees. After only recently joining the business, I had the opportunity to develop professionally through the continuation of my ACCA studies – and just two months after my start date I sat and passed an important exam.
It’s great working for a company that’s clearly so enthusiastic about the services it provides and the support it offers to Clients.
I was attracted to Frenkel Topping because I know they are a highly respected business, and they are widely recognised for the work they do in helping vulnerable people plan for the future. After University, I wanted to combine my passion for business with my desire to make a positive impact on people’s lives.
I joined Frenkel Topping as part of the Graduate Scheme in 2021, spending time in various departments to fully understand how the business operates. I completed my Diploma in Regulated Financial Planning in March 2023, and I am currently undertaking additional exams to achieve Chartered status.
I provide specialist financial planning and investment advice to vulnerable clients including investment management, tax planning, cashflow analysis and retirement planning. As part of my role, I give ongoing advice to existing clients post settlement to support their changing requirements to help them throughout their lives.
One of my school friends suffered a catastrophic injury as a very young child which resulted in a double amputation. I have therefore witnessed, over a long period of time, how he has been able to develop and lead a fulfilling life thanks to the support of his loving family and the professional network around him. I am therefore proud to be part a team who make a real difference to people who have suffered life-changing injuries.
I joined Frenkel Topping as a senior investment administrator in October 2011, and took up my current position in May 2016. My role requires me to review existing Frenkel Topping clients and provide them with appropriate financial advice, have a solid understanding of the current investment markets and communicate this to my clients, and manage client appointments, keeping up to date with all relevant paperwork, legislative and technical changes within the financial world.
I hold a Diploma in Financial Advice, CII Financial Planning Certificate (financial protection), STEP Trust and Estate Accounting Certificate, and an Investment Management Certificate.
I previously held a role as a senior trust administrator and business support officer. This position required me to provide assistance and technical knowledge to trust consultants with regard to trust investment products. I would also facilitate the transfer of assets into portfolios, complete investment reviews, and administer power of attorneys and trusts including discretionary life interest, gift and loan, discounted gift trust and bare trusts. The job also entailed engaging with beneficiaries, solicitors, estate agents and professional bodies.
What first struck me on my arrival at Frenkel Topping was the warm welcome I received from the receptionist and other staff. The company had a friendly atmosphere and family feel. I feel very lucky to have this job and to be able to help people, not only from a financial perspective but to be able to care about their personal circumstances too.
I joined Frenkel Topping in August 2020, as a Personal Injury Trust Administrator, and they moved to the Commercial Team when they were expanding the team.
I am responsible for managing the enquiries inbox, logging all cases and making sure clients have access to the correct services we provide, from Welfare Benefits, Trusts, Expert Witness reports to our financial services team.
In previous roles during my working career I have been keen to develop my Business Administrative and Customer Service skills. I’ve always looked for opportunities that allow me to develop in these areas. In a previous position, I worked for a medical practice which was varied and fulfilling and, allowed me to interact with a variety of people all of whom had a story to tell!
When the position came up for Frenkel Topping, I was particularly drawn to the role, as I would be looking after clients who would have sadly experienced some form of personal injury. It would allow me to utilise my customer service skills, especially those gained at the medical practice.
I enjoy every minute and no two days are the same. All the team are very friendly and are on hand to offer support and guidance.
I joined Frenkel Topping in January 2014 as a report writer. My role involves supporting my consultant and her panel of customers, while additional tasks include writing financial reports, researching funds, supporting new members of staff, answering client queries and liaising with solicitors.
I hold FPC 1, 2, and 3, CF2, FA1 and R05 qualifications.
At Frenkel Topping I feel we always put the client first in everything we do. The majority of our customers have suffered a catastrophic event in their life and Frenkel Topping is there from the initial introduction all the way through their lives.
I am very lucky as my role is to help to put in place financial plans for people who have had such catastrophic injuries, so that we can ensure we provide them with the best life possible.
Over the last four years I have dedicated my career to helping customers in various roles, all of which have been client-facing, whilst providing end-to-end support ensuring clients receive the best possible service and resolve.
When I saw the position with Frenkel Topping I was keen to learn more about the Client Relationship Team. I was looking for a new challenge that would give me both job satisfaction and plenty of opportunity to speak with clients and provide my support.
Since starting in my position, I believe my previously acquired skills and customer support experience will be a good asset to the team, as I thrive on going above and beyond for my team and the clients.
I have a special interest in advising and supporting people who have acquired brain injuries as well as people with other disabilities and/or health problems, and people from a range of other vulnerable groups.
I joined Frenkel Topping in 2013 and I work within their Welfare Benefits Team. The welfare benefits system is increasingly complicated with on-going reforms. I provide specialist welfare benefits advice on a range of issues including benefit entitlement; appeal advice and representation; advice in respect of habitual residence and right to reside issues; disability, sickness and carers benefits; issues relating to income and capital including personal injury payments; and overpayment issues.
I provide advice to clients, their families and to Deputies.
My experience also includes working as a specialist welfare benefits advisor at Bolton Citizens Advice Bureau and working as a solicitor in personal injury and private client teams. I have also spent many years volunteering as an advisor at the Citizens Advice Bureau in Wigan and Chorley and I am currently a volunteer and trustee at Headway Preston and Chorley.
As part of my gap year, I fundraised and organised a three month trip volunteering for a development charity in Uganda called Madventurer.
I joined Frenkel Topping in February 2020 as a client support executive.
My main day-to-day responsibilities are to support my allocated financial advisor following the completion of personal injury claims. My role requires writing up reports for all new and existing business, and I am also on hand each day to support clients across Frenkel Topping for any queries or issues they may have with their portfolios.
When I left college my first ever job was within the banking industry, which allowed me to gain the knowledge and experience to be where I am today. What attracted me to Frenkel Topping was the development options they have in place to allow you to progress within the business. They provide you with the option of sitting your exams, which will enable you to become further qualified within financial services.
The main thing I enjoy about working for Frenkel Topping is the family environment, and the fact that no matter which team you work on, you are all seen as one big team. Each member of staff makes you feel so welcome, which is significant considering you spend so much of your life at work. The business has both its staff and clients at the forefront of everything it does. This is important to me as we are supporting clients who have suffered major life changes and we need to do everything we can to continue to support them throughout their lifetime.
I joined Frenkel Topping in April 2022 as part of the welfare benefits team. In my role as a caseworker I am able to support potential and existing clients, deputies and solicitors with advice about the complex system of benefits and how to best navigate it following a personal injury.
Ongoing welfare reform means that the benefits system is increasingly difficult to access and our expertise enables clients to do so. Report writing, advice, applications and support with decisions are all part of the team’s varied and engaging work.
After graduating from the University of Liverpool I worked as a benefits advisor for Citizens Advice in Leicestershire supporting benefit claimants with advice and representation.
Frenkel Topping provides a bespoke service allowing us to give direct, clear, robust advice to ensure the correct outcomes are reached when applying for benefits. We offer a service that spans from initial advice to potential appeals of decisions with HM Tribunal service ensuring that our clients can receive long term support when necessary.
This level of dedication is important to me as it shows we value our clients enough to assist at every level and strive for them to get a fair outcome to benefit claims.
Frenkel Topping have provided me with opportunities for growth and development in this role because they are always eager to invest in their team. There is a good atmosphere here for collaboration and a shared ethos of support among the staff. Because our work involves speaking to people in difficult situations, I am glad that my team can provide a personalized and compassionate approach to our clients and our work.
I joined Frenkel Topping in the year 2000 in the role of PA to both the Marketing Director and Sales Director. In 2005, I was given the opportunity to take on the role of PA to the CEO along with assisting the HR Department. I have recently moved to HR on a full-time basis, hence my current role of HR Executive.
My current role involves providing assistance to the Director of HR with various day-to-day duties and administration. Within this role, I also attend webinars in order to gain more experience and broaden my knowledge within HR.
During my 20 years’ service at Frenkel Topping, I have gained vast experience within many areas of the business, due to the roles and duties I have undertaken.
I was approached by a colleague who informed me of the vacancy of PA within the Marketing Department.
I have always enjoyed my dual role which is very varied and interesting, providing challenges from time to time. It has also given me the opportunity to move within the HR Department full-time. The office provides a very pleasant atmosphere with many friendly colleagues.
I first joined Frenkel Topping in October 2011 as an Investment Administrator. In February 2019 I changed my role to Part-Time Date Base Administrator and then changed my role again in August 2020, to Full Time Credit Control/Finance Administrator.
My main day-to-day responsibilities are creating and upholding payment procedures and policies that ensure timely payment, responding to client queries and providing administrative support to the Finance Team.
I was attracted to Frenkel Topping because of the opportunity to work with a variety of Investments. What I most enjoy about working for Frenkel Topping is the family friendly feeling, not just within the business, but for our customers and clients, who need the help and support with their investments. I think this work is so important, as there are so many people that need advice and guidance, when it comes to investments and finance. Just having someone there, knowing they can trust us, well it can make a world of difference.
I joined Frenkel Topping in March 2019 as a data administrator and took on my current role in January 2020.
My job involves speaking to customers over the phone, preparing valuations, preparing withdrawal paperwork, updating client information on our system, and contacting providers to request policy information.
I previously worked as an administration apprentice in the apprenticeship department of Salford City College, where I updated student and company information, processed enrollment forms, and spoke to students and companies over the phone.
I found the idea of working at Frenkel Topping appealing simply because they provide advice for people that have had accidents, or have been affected by clinical negligence, to make sure they can make the best of their life after the event. I particularly enjoy having the opportunity to speak to clients over the phone and working in the company’s supportive work environment.
I am a specialist welfare benefits advisor with thirty years’ experience of working within the private, public and voluntary sectors.
I joined Frenkel Topping in May 2016 and I currently work within their Welfare Benefits Team. Frenkel Topping is an independent investment advisor which, for the past 25 years, has specialised in providing advice, both pre and post settlement, for those involved in Personal Injury and Clinical Negligence claims as well to other vulnerable groups for example the elderly.
The welfare benefits system is increasingly complicated with on-going reforms. I provide specialist welfare benefits advice on a range of issues including benefit entitlement; appeal advice and representation; advice in respect of habitual residence and right to reside issues; disability, sickness and carers benefits; issues relating to income and capital including personal injury payments; and overpayment issues.
I provide advice to both clients, solicitors and their Deputies to ensure they are receiving their full entitlement to welfare benefits. I also provide training to stakeholders regarding welfare benefit issues.
My professional experience has included management of teams and development of services and people. I constantly strive for quality and excellence in the service I offer.
I joined Frenkel Topping as a client services consultant in May 2016, and my main role is to advise clients on the ongoing suitability of their investment portfolios and retirement planning to ensure that their needs continue to be met throughout their lifetimes.
I hold a BA Hons in Finance and a number of professional qualifications, including AF1, personal tax and trust planning; AF5, financial planning process; JO1, personal tax; JO3, tax & legal aspects of business; JO4, pension funding options; JO5, pension income options; RO1, financial services, regulation and ethics; RO8, pension update; CF8, long-term care; CF6, mortgage advice; ER1, equity release; FP1, financial services and regulation; FP2, protection, savings and investment; FP3, identifying and satisfying client needs; Diploma in Financial Planning; Certificate in Life and Pensions; Award in Pensions Update, and Award in Long-Term Care Insurance.
I started my career at Hargreaves Lansdown in 2004 as an administrator. I later moved to their pensions helpdesk where I spoke directly with clients in relation to their pension planning. From here I moved to Broadoak Group as a paraplanner and when the company merged with Chartwell I became a telephone adviser. I then moved to Lansdown Place and became a face-to-face adviser building a client book out of what was referred to as “orphaned clients.” When Lansdown Place became a partner practice of St James’ Place I moved to Brighton Williams as I did not wish to be an SJP adviser. During my time at Brighton Williams I became aware of Frenkel Topping and joined the company as a review consultant in May 2016. I have been advising clients since 2009.
What attracted me to Frenkel Topping was the type of clients that the company advises. I had worked for general independent financial adviser firms throughout my career previously, and I felt that I was just advising the rich on how to get richer. At Frenkel Topping I feel my advice is more meaningful. The clients I advise need to ensure that the money they have sustains their needs throughout their lifetime. You become not only the financial adviser but a trusted adviser to the individual and their family.
The family approach that the firm adopts and continues to adopt, even as it has expanded, means you always feel part of a team and are encouraged and supported. This is particularly important as I currently work remotely which can at times feel quite lonely. Everyone pulls together and supports each other which, to me, is important and makes FT more of a family than an employer.
Coming soon …
I joined Frenkel Topping in 2021 as part of the Commercial team. My role within the team is to support our consultants with their workload to ensure pipeline management is accurate each quarter. The second half of my role is within the Enquiry Management team to ensure each instruction is logged and followed up within each department.
Initially I was attracted to Frenkel Topping as a result of its reputation and later their ethos. The caring and considerate culture of the company is a huge part of who they are as a business.
I really appreciate the support that the company gives to clients and the team alike. The company has recognised the importance of not only service provided to clients but that developing and supporting their team, ultimately makes them deliver a higher standard of business.
I joined Frenkel Topping as a graduate in July 2017, and took on my current role as manager of the expert witness team in 2022.
As team manager, I ensure the daily functioning of both the expert witness team and the relevant consultants. I also ensure the expert witness team continues to use the most up-to-date data and processes and stays at the top of the industry.
I hold an A-level in accounting, AAT level 3, and a degree in forensic accounting.
I was attracted to Frenkel Topping by the experience and the nature of the company and how it helps its clients. On walking into the office for my first interview I instantly felt comfortable and like I could be myself. Since then Frenkel Topping have continuously given me the help and support I need to keep growing and progress throughout my career.
I enjoy seeing how the work we do helps our clients. I have met a few of our clients through our CRT and that really brings home how important the work we do is and how it helps improve other peoples’ lives.
I have worked at Frenkel Topping since 2015, joining as a part-time administrator while studying at university. Upon completing my degree I initially worked full time in the same role, before joining the company graduate scheme shortly after. The idea of the scheme was to rotate through various departments in the business to gauge where you think you fit best. After spending three months in the expert witness department, however, I decided I wanted to stay as I really enjoyed the work and found it very rewarding. In January 2020 I was promoted to a specialist role within the department which meant I took on more responsibility and became one of the senior members of the team. I was then promoted to the supervisor role in October 2020.
In the Expert Witness department we provide litigation support for solicitors and barristers who are quantifying large personal injury and clinical negligence loss claims. The reports we produce help solicitors to quantify certain heads of damage, such as loss of earnings and loss of pension reports. We also advise on the best form of settlement for claimants with our PPO/form of award reports, which are vital in helping claimants understand the advantages of periodical payments and whether they would be suitable for them.
I am currently studying towards the CII Level 4 Diploma so that I can gain a broader knowledge of financial services as a whole.
Working in the expert witness department, and at Frenkel Topping as a whole, is very rewarding as you feel like you are making a difference in peoples’ lives. As many of our clients are very vulnerable and have had life-changing injuries, it’s a great feeling knowing you are helping them obtain the damages they deserve and need.
I joined the business in May 2005, working initially in the valuation department preparing valuations for clients, before moving to business development in 2008.
Since 2008, I have worked alongside the business development manager and the marketing department, assisting with all aspects of marketing and business development.
Also, I have been front of house since we moved into our current office 4 years ago. I am responsible for coordinating all company events.
I worked at Frenkel Topping for a time in 1998. I already had good friendships with colleagues within the company and I knew Frenkel Topping was a very good company to work for.
I have worked at Frenkel Topping since April 2018, where I started my career as a Marketing Assistant progressing to Marketing Executive.
My degree qualification is BA Hons Marketing. I am also a member of the Chartered Institute of Marketing, where I have since completed my Level 6 (Degree level) in Professional Marketing, which includes: managing brands, digital strategy and digital innovation.
I find Frenkel Topping extremely supportive in everything I do and want to achieve; no opinion goes unheard, and people genuinely want you to do well.
Coming Soon …
I joined Frenkel Topping in July 2001 and have worked in a variety of positions during my time with the company. In early 2018 I was asked to be part of the new client relationship team. This was a unique service provided by Frenkel Topping, enabling us to work much more closely with clients, on a more personal level, to provide them with the best possible experience on our journey together.
Having worked at Frenkel Topping for almost 20 years, I have developed close relationships with many of our clients in my various roles. Some of them have now become good friends, with whom I speak on a regular basis outside of work. I genuinely believe that treating customers fairly is a big part of the Frenkel Topping philosophy, and that the company always has the customers’ best interests at heart.
FT is always prepared to go the extra mile for a more personal approach and to ensure a smooth journey from start to finish, and hopefully for many years in between. This is especially true within the client relationship team.
I very much enjoy my role, which involves me speaking to clients on a regular basis and allows me to draw upon my years of experience to provide a personal service and ensure clients’ expectations are not only met, but exceeded. I also have the opportunity to meet some of our clients in person, and enjoy getting to know them, sometimes over the course of many years.
Frenkel Topping is a great place to work. There’s a great culture and a good atmosphere, the people here are nice to work with, and I find my job very rewarding. I feel privileged to be able to assist our clients and be a point of contact to them on a day-to-day basis.
I joined Frenkel Topping in March 2022 as a Client Support Executive.
At Frenkel Topping, I collaborate closely with Consultants to write comprehensive suitability reports for clients, ensuring that their needs are met in a timely and efficient manner.
With almost a decade of experience in the financial services industry, both in the UK and abroad, I have functioned successfully in various capacities. I possess strong problem-solving skills, project management experience, and analytical skills that I take pride in. Additionally, I am adaptable to ever-changing work environments.
Since joining Frenkel Topping, I have found a supportive and collaborative work environment with room for personal and professional growth. I am excited to continue my journey with Frenkel Topping and to help make a positive impact on the lives of our clients.
I joined Frenkel Topping in March 2022 as a Financial Administrator, I provide administrative support to our Consultants who advise our clients with Financial advice on their investments. I liaise with fund managers and platforms, action withdrawal requirements, create business packaging and valuations, I also speak with clients to help resolve any issues or queries they may have.
I have a background within Customer Support and Customer Relations which allows me to understand, use my experience and knowledge to assist our clients. I left college knowing I wanted to make a difference and help people; Frenkel Topping allows me to develop my skills and supports me in my progression within the business which helps with our client base.
I love working in a team here at Frenkel Topping, each staff member will provide support if you ask for it. It’s a friendly environment which is important as we all spend a lot of time in each other’s company. The business has both its clients and staff at the forefront of everything it does.
It is important we continue supporting clients who have suffered major life changes, we need to do everything we can to continue to support them throughout their lifetime, from providing advice on investments or just being a friendly ear.
Call us on: 0161 886 8000
Email: enquiries@frenkeltopping.co.uk
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