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 Osborne in LONDON
Christopher leads S&W’s Forensic Services practice. He brings over 25 years of experience of forensic accounting, including acting as an expert witness. His work covers disputes, fraud, bribery and corruption investigations, asset-tracing and recovery investigations, regulatory inquiries and compliance and risk advisory assignments. He has been cross-examined on multiple occasions in the High Court and International Arbitration Tribunal.
Mr Ramzan in COVENTRY
Consulting loss adjusting and related services to the insurance and claims market • Specialist in handling commercial and household insurance claim losses, including business interruption • Able to undertake investigations, reporting, quantum assessment, analysis, claims preparation, best practice assessments, insurance policy interpretation, review material and immaterial breaches of conditions and warranties • Distressed cases • Loss adjuster negligence
Mr Curry in LONDON
Consequential loss • Forensic accounting • Financial services complaints or claims
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 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 structuring of awards • ...
Mr Miller in LONDON
Investment banking • Corporate finance • Mergers & acquisitions • Public takeovers • Equity fund raising • Prospectus standards • Corporate governance • FSA/FCA regulation
Mr MacKendrick in SHEFFIELD
Sunday Times ‘Top Advisor’ 2021 Loss of earnings • Pension loss • Financial professional negligence • 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...
Dr Culley in SOUTHAMPTON
Dr Culley has ~20 years' experience in financial markets. He has held senior roles in investment firms that are active in brokerage and trading activities, including three Category 1 Members of the London Metal Exchange, members of ICE Futures, Eurex, Euronext, the London Stock Exchange, the Chicago Mercantile Exchange and a hedge fund. The roles undertaken include Chief Compliance Officer, Money Laundering Reporting Officer and non-executive director. Dr Culley founded C&G Regulatory Solutions in September 2021 and now works as a CILEX lawyer and consultant serving a broad ra...
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 Wheatley in email/phone contact only
Chartered Management Accountant with over 25 years’ experience and a CIMA Certified Specialist Forensic Accountant. • Experienced across a wide range of sectors, with strong endorsements and repeat instructions from solicitors. • Independently vetted for reliability. • Has prepared over 200 expert reports. Business interruption • Loss of profits • Loss of income • Loss of earnings • Pension and investment losses • Business and share valuations • Increased cost of borrowing • Tax losses