Financial planning

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

Mr Singleton in SHEFFIELD
Financial implications of matrimonial disputes • Share valuations • Collaborative law • Single joint expert • Business acquisitions & disposals • Financial aspects of personal injury claims, including loss of earnings • Financial aspects of professional negligence claims & disputes • Shareholder dispute resolution
Mr Holt in SALFORD
National Financial Expert Witness 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...
Mr Curry in LONDON
Consequential loss • Forensic accounting • Financial services complaints or claims
Mr Rex in LONDON
GBRW Expert Witness is based in the City of London and includes the former practice of Associated Insurance Experts. Since 1995, our directors and associates contracted by us have been instructed as experts in commercial, retail and investment banking, investment management, insurance and reinsurance (broking and underwriting), pensions, stockbroking, trading, derivatives, commodities and HR disputes. Four of our directors - Paul Rex, David Croft, Tim Dowlen and John Turnbull - are active as experts and our...
Mr Cohen in LONDON
Quantum, loss of profit, particularly in insurance claims • Business interruption following fire, flood or burglary • Personal injury quantum • Professional negligence claims • Forensic accounting & litigation support • Security for costs application • Employment disputes • Business valuations • Football player transfer valuations • Matrimonial disputes • Proceeds of crime • Fraud • Criminal defence • Expert determination
Mr Shallow in WIDNES
Through my qualifications and experience, I am competent to provide advice, report writing and consultation on most financial service products. As a company, we currently specialise in providing expert reports for claims on motor finance, pensions and Plevin, but due to our team of experts, we can provide reports on other areas of the finance services industry as and when required.
Mr Baxter in GREAT MISSENDEN
Mortgages & remortgages • Lending policies, underwriting, loan assessment • Analysis of past mortgage cases comparing the lending against lending policies & general practices at the time, for claimants & defendants • Individual borrower disputes • Professional negligence • Analysis of specialist lending products & individual mortgage applications, including offset, self-certification, sub-prime, buy to let, 100% loan to value, home income plans, equity release loans, shared appreciation mortgages Additional qualifications CertFCA;...
Mr Miller in LONDON
Investment banking • Corporate finance • Mergers & acquisitions • Public takeovers • Equity fund raising • Prospectus standards • Corporate governance • FSA/FCA regulation
Mr Clegg in MANCHESTER
David Clegg is an experienced practitioner, specialising in audit, forensic accounting and expert witness services. As Managing Director of a Top-75 Accountancy and Advisory Group, David has vast knowledge and expertise across a wide variety of business sectors. David has prepared several hundred expert witness reports to date and has experience in delivering evidence in court as an expert witness. Areas of specialism: • Forensic accounting • Loss of profits/earnings • Business valuations • Insurance claims,...
Mr Brannigan in SWINDON
Have been ask to provide expert opinion on the following: • Equity release - Whether the advice process was correct and/or suitable and whether all alternative options had been explored. Also to assess whether the lender acted within the regulations. • Mortgages - Suitability of mortgage advice. • Pensions and investments - Suitability of pension advice, and whether a firm retains liability for ongoing advice. Suitability to switch pension products. Suitability of recommended investment solutions.
Mr Wheatley in KENILWORTH
A Chartered Accountant with over 20 years' experience, Forensic Accountant expert witness and Consequential Loss specialist. • Over 200 expert determinations, loss reports and advisory briefings provided. • A court-appointed Single Joint Expert. • We have assisted with financial, commercial and other dispute cases being adjudicated on in the High Court. • A founder member of FCA s166 redress and consequential loss schemes.
Mr Hamilton in PURLEY
• Underwriting procedures and practices • Loan structures • Loan documentation • Security and guarantees • Valuations of property and other security • Instructions to professional advisers • Security realisation and debt recovery • General banking practice relating to the operation of accounts Stewart has given evidence in Court, acted as a single joint expert and written a paper entitled 'Contributory Negligence: establishing a factual basis in relation to failed bank lending transactions' and an article comparing...
Mr Farnfield in DROITWICH
Over 10 years' experience as an expert for the court. Has given evidence in court on a number of occasions. • Pension loss - adults and minors • Loss of earnings • Loss of income reports • Accommodation (post RvJ) • Cost of financial advice • Periodical payments/PPO/Form of Award Reports • Settlement assessment reports • Fatal accidents; loss of dependency • Lost years claims • Financial modelling/planning • Cashflow analysis for court approval
Professor Barnes in NOTTINGHAM
Stocks & shares, the London Stock Exchange, including insider dealing, market abuse, mergers & acquisitions, share prices, corporate finance & valuations • Binary options, contracts for difference, spread betting, forex frauds & scams • Financial analysis, including financial statement analysis, insolvency & company valuations • Financial reporting, fraud & professional negligence issues • Money laundering issues & investigations • Forensic accounting, fraud investigations & Proceeds of Crime Act calculations • Foreign...
Mr Grainger in LONDON
Compliance with UK financial services rules & regulations • Financial planning matters, including pensions, investments, savings, life assurance & the advisory process & standards
Dr Bateson in LONDON
Investment banking • Capital markets • Derivatives • Fund management • Investment management • Wealth management • Hedge funds • Quantitative investing • Algorithmic trading • Systematic investing • Interest rate swaps • Credit default swaps • Cryptocurrencies • HFT • Artificial intelligence • Alternative data • Trading technology • Information technology • Intellectual property, compliance and operations Since 2017, Dr Bateson has been engaged as an expert witness on legal cases in the UK and US involving financial markets, hedge funds, algorithmic/AI/systematic...
Dr Smith in SOLIHULL
All aspects of regulated financial advice, especially pensions and investments, including pension transfers and self-invested pension arrangements • General investment knowledge and impact of psychology and sociology on investor behaviour • As well as working in the financial sector and academic work, I have worked for the Pensions Ombudsman Service for many years
Mr MacKendrick in SHEFFIELD
Sunday Times ‘Top Advisor’ 2021 Pension loss • Financial accommodation • Loss of earnings • Financial advice • Cashflow analysis • Lost years • Loss of dependency • Periodical payment orders • Financial structure of award • Quantum I am the founder of Paladin Experts, a Fellow and Chartered Financial Planner who takes care to provide an accurate and honest approach. With over 30 years' financial expertise and having acted as expert witness on hundreds of occasions, I am well positioned to support claimants and defendants,...
Mr Helliwell in HIGHCLIFFE
Mortgages advice and products, financial products and consumer finance
Mr Weavers in BRAINTREE
Business valuations: • Sole trader & partnership • Share valuations: • HM Revenue & Customs • Divorce • Sale • Shareholder disputes • Divorce: • Valuation of assets & analysis of funds of settlement • Analytical review of financial statements • Financial loss claims: • Loss of earnings of profits due to personal injury, negligence, breach of contract • Trusts: • Valuation of interests Craig Weavers is an experienced practitioner, providing forensic accounting and expert witness services. Craig is particularly experienced in the agricultural...
Mr Minnery in WREXHAM
Forensic accounting, including: • Money laundering, Proceeds of Crime Act and confiscation • Fraud and fraudulent trading • Personal injury and professional negligence • Loss of earnings and profits • Loss of future earnings • Loss of business value • Business interruption and consequential losses • Financial Services & Markets Act 2000 Family law, including: • Child Maintenance Service claims and appeals • Court of Protection and NHS Continuing healthcare
Miss Linnell in BASINGSTOKE
I specialise in forensic accounting, including areas of litigation support such as breach of contract, professional negligence, matrimonial & criminal matters. I am a chartered arbitrator, an accredited mediator & have experience in specialist commercial matters, including share valuations, insurance claims, management consultancy, corporate recovery, fraud investigations, forensic reconstruction & back duty tax investigations.

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