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 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 Holt in SALFORD
20 years' qualified experience providing financial advice to retail, personal injury, clinical negligence and corporate clients • Tier 1 Registered Expert Witness with APIL • National expert witness status • I have prepared in excess of 400 claimant reports and joint statements for the court on the value of the loss of retirement benefits within personal injury and clinical negligence claims • Highly experienced in evaluating the suitability of the use of periodical payments in the structuring of...
Mr Score in LONDON
Roger Score is an actuary with extensive experience of providing expert witness reports, having over 40 years' experience working in pensions and life assurance. Areas of expertise include: defined benefit/defined contribution pension loss, including pensions aspects of personal injury claims; compensation for unsuitable investment advice; pensions and endowment mortgages; pensions on divorce; broader actuarial advice; review of complaint handling processes.
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 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 Wheatley in KENILWORTH
Consequential loss • Forensic accounting • Financial services consequential loss claims • Financial services complaints • Accountancy
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 Lazarevic in LONDON
Providing clear & independent financial analysis & evaluation of arguments towards establishing economic measures of damages & loss, including: contractual & tortious losses, loss of profits, business interruption, reinstatement claims, business & share valuation, corporate finance, intellectual property, construction claims, breach of warranties, professional negligence, fraud & financial irregularities, money laundering, e-commerce & internet fraud, Proceeds of Crime Act cases, confiscation...
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 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 Alaswad in LONDON
Contract for Difference (CFD) • Forex (FX) • Spread betting • Forensic financial crimes • Anti-money laundering (AML) arrangements and cross-border fraud management • Suspicious transactions involving onshore, offshore and shell companies • Hedging techniques and risk management strategies • Poor execution and manipulation of market bid/ask prices • Mis-selling of complex financial products: Forex, CFDs and other financial derivatives • Boiler room, multi-level marketing/Pyramid selling, Ponzi schemes
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 • Life assurance...
Mr Curry in MIDDLESBROUGH
Consequential loss • Forensic accounting • Financial services complaints or claims
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...

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