If you or your Client is due to receive compensation from a personal injury or clinical negligence claim, you may benefit from a complete financial health check. We offer specialist advice to those most vulnerable following accident or negligence claims. Our range of holistic financial planning services help assess Clients’ individual financial situations and build flexible plans for the future.

Find out more about our holistic financial planning services below:

Cashflow analysis

Overview

Cashflow analysis takes a detailed forecast look at a Client’s financial life going forward, factoring in income, expenditure and expected life events. It allows for informed decision making to take place. Our team are specialists in this field and work with visual tools to aid key decision making and assessment of choices relating to spending. This is an important service that helps to paint a full picture of a Client’s finances in order to build a stable plan for the future.

Features

  • Visual evidence of the impact of future financial plans based on available assets and potential life events

Investment advice

Overview

At Frenkel Topping we provide a specialist independent investment offering, designed specifically for those in receipt of personal injury awards. We offer the whole of market access, meaning we are not limited on the investments that we can advise on. We deliver strong performing investments that are fit for purpose.

Features

  • Access to the whole of market
  • Discretionary investment management services offered by specialist investment houses
  • Cautious investments for people with Personal Injury awards

Pension advice

Overview

Bespoke pensions advice to help Clients get the maximum out of their retirement savings. We offer independent and whole of market access, meaning we are not limited on the pensions that we can advise on.

Features

  • Pensions specialists
  • Delivering advice pre-, at- and post- retirement
  • Ensures you get the most out of your later life

Protection advice

Overview

Protection advice will help to ensure that individuals and their families are well protected against future life events. The service provides peace of mind should the worst happen. At Frenkel Topping we offer independent and whole of market access and as such are not limited on the products we can provide advisory support on.

Features

  • Whole of market
  • Looks at your protection need: Life insurance, critical illness cover, private medical insurance and more

Tax Efficient Financial Planning and Solutions

Overview

We work with Clients to ensure that they are as tax efficient as possible and only pay the tax they need to – no more, no less. Frenkel Topping offers referral to bespoke accountancy support with one of our financial consultant partners.

*Note, not all forms of tax planning are regulated by the Financial Conduct Authority

Features

  • Advice around investment tax wrappers
  • IHT planning*
  • Capital gains tax planning*
  • Ensuring that you keep as much of your wealth as is possible

Cash management

Overview

With cash rates at historically low levels, getting the most out of your cash funds is increasingly difficult. Frenkel Topping’s specialists can help ensure Clients’ cash is working as hard as possible, helping to secure the best cash rates available with the minimum amount of fuss. We can also provide maximum FSCS coverage if this is a concern for Clients.

Features

  • Access to a cash hub provider – source the best cash rates available at any time
  • Cash strategy development with banking institutions and money held over various time frames to provide competitive interest for your money
  • Just one application form to complete

Consideration of Socially Responsible, Ethical or Religious Solutions

Overview

We understand that religious beliefs and/or ethical concerns can be hugely important to Clients when it comes to investment solutions. At Frenkel Topping we provide advice on these areas and can access a range of bespoke investment solutions that have been specifically designed for those with religious or ethical requirements, including Sharia-compliant investment or Responsible investment strategies.

Features

  • Specialist team of investment professionals
  • Investment solutions that fit with Sharia law suitable for Islamic investors
  • ESG investment strategies for ethically-conscious investors

Essential Advice Service

Overview

Our in-house financial experts offer an Essential Advice Service to those Clients receiving damages between £20K-£100K. The service provides qualifying Clients with a phone / video call to offer financial advice regarding funds, risk, cash-flow and investment strategy, following receipt of damages. Clients then receive an annual follow-up again by phone or video to review their situation and investment performance. Access to the Frenkel Topping app is also provided, allowing Clients to monitor their investment valuations 24-hours a day. Clients may also use the app to securely message the Frenkel Topping team and send requests.

Features

  • Bespoke investment advice regarding funds, risk, cash-flow and investment strategy
  • Annual telephone / video review
  • Access to the FT App for 24-hour access to valuations, messages and requests

Get in touch, we'd love to hear from you...

Call us on: 0161 886 8000
Email: enquiries@frenkeltopping.co.uk
Or click below to use our contact form.

Past performance is not a reliable indicator of future performance. Investment values can go down as well as up and may be affected by exchange rate variations. The level of tax paid on an investment depends on investor tax status and tax law which is subject to change.

Frenkel Topping Limited is authorised and regulated by the Financial Conduct Authority No: 145186. Registered in England No: 02312427. Expert Witness Services, Welfare Benefit Reviews and APIL accredited training are not regulated by the Financial Conduct Authority.

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.

© Frenkel Topping Limited