Financial advice

This list shows every expert witness in the UK Register of Expert Witnesses who claims expertise in Financial advice. Click on any expert witness to view full details. You may prefer to interactively search the Register.

Mr Clarkson in SALISBURY
Financial services law, regulation and practice • Responsibilities of SIPP operators • Issues relating to the transfer of Defined Benefit Schemes • Mis-selling claims relating to investment products, including UCIS, EIS and film partnerships • Governance, risk management and audit • Enforcement action by regulatory authorities • Professional indemnity insurance claims • FOS and FSCS referrals • Experience in giving evidence in High Court and ICC Tribunal • Individual defences and advocacy in disciplinary...
Mr MacKendrick in MANCHESTER
Pension loss • Financial accommodation • Loss of earnings • Financial advice • Cashflow analysis • Lost years • Loss of dependency • Periodical payment orders • Financial structure of award • Quantum
Mr Faull in BRIGHTON
Experienced in providing expert reports & expert evidence in court in connection with all types of litigation support work, including: • Personal injury • Fatal accident • Clinical negligence • Matrimonial disputes • Professional negligence claims • Loss of profit claims • Business & share valuations • Security for costs applications • Loss of pension rights • Forensic investigations • Willing to undertake claimant & defendant work, including LSC work & no win/no fee cases • Over 1000 expert reports prepared • Numerous...
Mr Epstein in LONDON
Accountants' negligence • Financial advisers' negligence • Assessment of quantum in relation to loss of earnings or pensions in cases of personal injury, compulsory purchase compensation, consequential loss & breach of contract • Valuation of businesses & companies • Business interruption • Breach of warranty • Fraud • Due diligence • Arbitration & determination • Matrimonial • Clinical negligence
Mr Cooper in SALE
Worked within the financial services industry since the early 1980s. I have been at the forefront of the claims management industry since 2001, where I helped pioneer mis-sold Endowment Policy Claims. I later switched my attention to mis-sold Payment Protection Insurance (PPI) policies. My focus was developed in the payment of redress; specifically where I believed consumers were being financially disadvantaged by systemically incorrect credit card redress calculations. Subsequently my attention...
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...
Dr Fitzgerald in LONDON
Unique Consultants, whose principals are Dr M Desmond Fitzgerald & Professor Janette Rutterford, specialises in expert witness work on cases involving financial markets. The Company's expertise covers: • Capital markets, including fixed income, equities, commodities • All derivatives, including futures & options, structured products, credit derivatives, risk management • Asset management & performance measurement • Corporate finance
Mr Grainger in LONDON
Compliance with UK financial services rules & regulations • Financial planning matters, including pensions, investments, savings, life assurance & the advisory process & standards
Mr Jaquiss in SALISBURY
I provide banking and finance Expert Witness services to the legal profession, to banks, to the litigation funding industry, and directly to claimants who have banking issues (individuals, partnerships, SMEs and large corporates). I am active in all areas of banking dispute resolution. My experience is borne out of nearly 30 years working for investment and wholesale banks, both trading and treasury, and balance sheet risk management. Since 2012 I have worked for claimants looking for redress and...
Mr Flaxman in LONDON
Worked in the industry since 1970, UK and overseas; in Lloyd's and London market from 1970 to December 1999 • 18 years' experience as 'expert to the courts' circa 160 cases, three court appearances; plus mediation & dispute resolution proceedings • Trained in expert evidence skills & duty to the court • In 2000, founded Flaxman Partners Ltd, an independent insurance consultancy, practising as insurance claims troubleshooter, including claims advocacy & litigation support • Expert speciality in: • Insurance...
Mr Goodyer in NEW MILTON
Personal, SIPP, SASS and QROPS pension plan reviews & suitability analysis • Investment risk assessment • Investment advice objective & strategy review • Investment bonds • Investment performance analysis • Asset allocation • Quantitative analysis • Fund & stock selection & suitability • ISA performance & risk assessment • Index-linked investments • Passive investment • Active investment • Unit trusts & OEICs • Investment trusts • Offshore funds • Index tracking • TEPs • Trust portfolios...
Mr Pym in SOLIHULL
Quantification of damages in relation to claims in areas such as: • Loss of profit claims • Shareholder disputes • Section 994 claims • Valuation of businesses & shares • Professional negligence claims • Matrimonial claims • Partnership disputes • Fraud investigations • Purchase & sale of business disputes • Financial investigation such as security for costs • Assessment of the merits of litigation • Loss of earnings & personal injury claims
Mr Curry in MIDDLESBROUGH
Consequential loss • Forensic accounting • Financial services complaints or claims

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