I joined Frenkel Topping in February 2005 as a paraplanner to work alongside the advisers preparing advice reports for our clients.
Since then I have had a very varied role and spent time in most of the departments within the business, including being involved in the initial development of pension loss reports within the litigation support and expert witness teams, business development, client servicing, and as an independent financial adviser and expert witness providing direct support to clients and their families or representatives. I am authorised by the Financial Conduct Authority to provide advice to clients.
I currently provide direct support to Mark, our MD, in managing the consultants across both Frenkel Topping and Obiter to ensure that they are delivering the service we expect to our clients. I manage the paraplanners and report writers and I also have overall responsibility for our internal client management system and processes.
Prior to my time at Frenkel Topping I worked for a number of ‘regular’ independent financial advisory firms and while I enjoyed this, what I enjoy about working for Frenkel Topping is our ability to support clients throughout the most difficult and challenging times of their life.
My best friend’s son has cerebral palsy, which both helps me to empathise with many of our clients, and inspired me to complete a charity skydive to raise money for him to go to America for an operation to help him walk.
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 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 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 joined Frenkel Topping in 2016 following a long career in the financial services industry that has seen me work in a variety of roles and disciplines including consultancy, technical support, research and compliance.
I was delighted to have the opportunity to join Frenkel Topping Ltd and work with the most dedicated, welcoming and caring team of professionals I have ever come across, as well being encouraged to add my own experience and knowledge to the table and I can honestly say that I have never looked back. I am proud to be part of a company which has demonstrated time and again that it adheres to the highest ethical standards, operates with the greatest integrity and firmly believes in its people, its culture and is determined only to provide the very best support to its staff and its clients. This company has repeatedly shown how strong and committed its leadership is – it engages with its people, listens and acts, delivers on promises, cares and is always willing to embrace change. Long may it continue to do so.
I first joined FT in March 2020 in the newly created role of Office Manager, just 2 weeks before the initial Coronavirus lockdown.
I am responsible for the development, health & wellbeing of all the operational teams within the business, such as Expert Witness, Financial Service & Welfare Benefits to name a few. I come from a back ground of continuous improvement therefore I evaluate where processes can be improved to make the end to end more efficient, removing “waste” and concentrating on the “value add”.
Most of my experience is within customer service and manufacturing, which has given me a good basis in process change and people management. These are some of the skills I have brought to Frenkel Topping to drive efficiencies and improvements. The area I most enjoy is people development, assisting team members to reach their full potential and exceeding expectations is very rewarding. Having worked for several years for a private medical insurer, I am well versed in dealing with sensitive clients and situations with empathy and care.
As this is a new role in the company, I really saw the opportunity to bring all my skills together and develop within the role.
FT are very people orientated, due to the clients that we represent, empathy and understanding are paramount and these qualities cascade as far as every member of the team.
No two days at FT are the same, working across all of operations means there is always something new to look into and people to interact with and coach. Developing others has always been a passion of mine which I get the opportunity to do on a regular basis.