Mr Green in BLACKBURN
Personal injury • Matrimonial finance • Pension losses • Commercial disputes & crime • Business & share valuations • White collar fraud • Professional negligence • Partnership disputes • Taxation & VAT • SWAPs claims & consequential loss • Accredited as a Forensic Accountant & Expert Witness by the Institute of Chartered Accountants in England & Wales (ICAEW) • Member of ICAEW President's Appointment Scheme • Member of the Academy of Experts
Mr Goodyer in NEW MILTON
Investment risk assessment • Investment objective & strategy review • Investment advice review • Investment bonds • Investment performance analysis • Portfolio management • Pension investment management • Asset allocation • Quantitative analysis • Fund or stock selection & suitability • PEP & ISA performance & risk assessment • Index-linked investments • Passive investment • Active investment • Unit trusts & OEICs • Investment trusts • Offshore funds • Life assurance funds • Index tracking • Pension review • TEPs • Trust portfolios ...
Mr Meins in LONDON
Valuation of loss of earning & /or pension following injury, illness or dismissal, & for loss of dependency on death • Valuation & projection of pension rights in divorce & pension sharing • Valuation of life interests & reversions • Apportionment of trust funds • Actuarial aspects of occupational pension scheme management
Mr Score in LONDON
Roger Score is the 'entry point' contact for OAC & can call on additional staff with experience of acting as experts • Life assurance companies, their finance & their operations • Pension schemes, covering investment, administration & actuarial advice, e.g. the treatment of surplus assets, directors' & executives' pensions, funding calculations & scheme wind-ups • Suitability of investment advice - pensions, life assurance & mortgages • Compensation for unsuitable investment advice • Financial ...