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.

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

Investment banking • Corporate finance • Mergers & acquisitions • Public takeovers • Equity fund raising • Prospectus standards • Corporate governance • FSA/FCA regulation

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,...

Matters involving trading, structuring, selling or advising upon following over-the-counter (OTC) financial derivatives: • Interest rate swaps & options • Foreign exchange swaps & options • Cross-currency swaps • Inflation swaps

Trading Experience: Derivatives, equities, FX, crypto, bonds, interest rates, funds, emerging markets, algorithmic trading, pricing, hedging, speculation, arbitrage, spread betting, etc. Product Experience: Structured products, cash and derivatives markets, index-linked notes, futures, options, OTC and listed, exotics, swaps, floating rate loans, fixed-rate loans, structured loans, caps floors, collars, Delta-One, GDRs, ADRs, basket options, barrier options, autocallables, accumulators, CPPI, volatility caps,...

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