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Our philosophy is to provide our clients with the level of expertise they would expect from a large organisation with the friendly and bespoke, caring and accessible level of service they would expect only to get from a small local company.

Services

NHS Pensions

Specialist advice for NHS employees on their pensions

Personal Wealth

Holistic financial planning advice & wealth management

Pension Rights

Pension benefits analysis, retirement & tax planning

Expert Witness Court Reports

Expert IFA witness court reports in accordance with CPR Part 35

Corporate Advice

Advice on employee benefits & shareholder protections

Expert Witness Court Reports

Led by Louise Claro, one of the UK’s leading expert IFA witnesses in high value quantum cases, we are able to provide expert IFA witness reports in accordance with CPR Part 35 for both Claimant and Defendant litigation matters for instructing solicitor firms and insurers covering a wide range of disputes such as;

  • Financial advice negligence claims;
    Please click here to download our Expert Witness Financial Negligence Service
  • Consideration of Periodical Payments in personal injury and medical negligence claims
    (see Specialist Expert Personal Injury Services).

Louise Claro is highly experienced in authorship of Expert IFA Witness Reports and attendance in Court (if required).

We will agree a schedule of works and choice of either a fixed fee or explicit time cost basis.

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