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

A Chartered Accountant with over 25 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.

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,...

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,...

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...

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

FCA regulated markets, specifically: • Consumer credit, including motor finance and leasing, payday lending, rent to own, as lenders, brokers or as appointed representatives • Mortgage lending, including first and second charge, and equity release/later life lending • For the above, matters relating to the conduct of firms, adherence to FCA regulatory rules, suitability of advice or products sold (mis-selling), assessment of any customer detriment and how matters should have been concluded

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

Consequential loss • Forensic accounting • Financial services complaints or claims

Providing forensic expert advice and reporting on the role of an insolvency practitioner • Providing forensic expert advice and reporting on practices within the finance market in relation to when companies enter insolvency • Providing forensic expert advice and reporting on insolvency practitioner fees • Providing forensic expert advice and reporting on financial documents and the application of them for use in criminal, civil or matrimonial proceedings