Post-settlement we have a range of support services in place to help Clients keep up to date and stay on track.
Find out more about our ongoing support services below:
Our annual reviews help to safeguard Client money as much as possible, to improve the chances of money lasting throughout a Client’s lifetime. We conduct a review every 12 months minimum, whereby we complete the advice process again, looking at invested assets and the Client’s unique circumstances, risk, cash flow, and more. The analysis we provide illustrates whether or not a Client’s investment plan is still working. We also offer ongoing holistic financial planning, courtesy of our specialist advisers.
At Frenkel Topping we offer in-house bespoke accountancy support working alongside our financial consultants. Our specialist advisers offer up to date tax advice, providing peace of mind that your Clients are only paying the tax that they need to – no more, no less.
Post-settlement we will continue to offer support with welfare benefits, assessing the Client’s potential to benefit from additional welfare benefits, to maximise their income.
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