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:

Annual Review

Overview

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.

Features

  • Annual performance reports
  • Review of funds & performance
  • Review of attitude to risk & capacity for loss
  • Update to cash flow modelling analysis
  • Review of financial objectives

Tax Efficient Financial Planning and Solutions

Overview

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.

Features

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

Welfare Benefits Support

Overview

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.

Features

  • Annual welfare benefits review
  • Ensure Clients and their families get the benefits they are entitled to

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