Meet the Team

I have had the pleasure of working at Frenkel Topping for over 20 years, during which time I have held many roles across the company. This experience has enabled me to gain a considerable understanding of our unique clients’ needs and objectives, which is invaluable to my current role.  My team is responsible for providing comprehensive information to the Investment Committee, of which I am a member, to allow the committee to design, maintain and fully monitor the structure of the group’s centralised investment proposition. This involves producing detailed research on investment solutions, platforms, tax wrappers etc, in order to ensure that we believe that all solutions are the most suitable for our clients.

I joined Frenkel Topping in February 2020 as a client support executive.
My main day-to-day responsibilities are to support my allocated financial advisor following the completion of personal injury claims. My role requires writing up reports for all new and existing business, and I am also on hand each day to support clients across Frenkel Topping for any queries or issues they may have with their portfolios.

When I left college my first ever job was within the banking industry, which allowed me to gain the knowledge and experience to be where I am today. What attracted me to Frenkel Topping was the development options they have in place to allow you to progress within the business. They provide you with the option of sitting your exams, which will enable you to become further qualified within financial services.

The main thing I enjoy about working for Frenkel Topping is the family environment, and the fact that no matter which team you work on, you are all seen as one big team. Each member of staff makes you feel so welcome, which is significant considering you spend so much of your life at work. The business has both its staff and clients at the forefront of everything it does. This is important to me as we are supporting clients who have suffered major life changes and we need to do everything we can to continue to support them throughout their lifetime.

I joined Frenkel Topping in April 2022 as part of the welfare benefits team. In my role as a caseworker I am able to support potential and existing clients, deputies and solicitors with advice about the complex system of benefits and how to best navigate it following a personal injury.

Ongoing welfare reform means that the benefits system is increasingly difficult to access and our expertise enables clients to do so. Report writing, advice, applications and support with decisions are all part of the team’s varied and engaging work.

After graduating from the University of Liverpool I worked as a benefits advisor for Citizens Advice in Leicestershire supporting benefit claimants with advice and representation.

Frenkel Topping provides a bespoke service allowing us to give direct, clear, robust advice to ensure the correct outcomes are reached when applying for benefits. We offer a service that spans from initial advice to potential appeals of decisions with HM Tribunal service ensuring that our clients can receive long term support when necessary.

This level of dedication is important to me as it shows we value our clients enough to assist at every level and strive for them to get a fair outcome to benefit claims.

Frenkel Topping have provided me with opportunities for growth and development in this role because they are always eager to invest in their team. There is a good atmosphere here for collaboration and a shared ethos of support among the staff. Because our work involves speaking to people in difficult situations, I am glad that my team can provide a personalized and compassionate approach to our clients and our work.

I joined Frenkel Topping in the year 2000 in the role of PA to both the Marketing Director and Sales Director.  In 2005, I was given the opportunity to take on the role of PA to the CEO along with assisting the HR Department.  I have recently moved to HR on a full-time basis, hence my current role of HR Executive.

My current role involves providing assistance to the Director of HR with various day-to-day duties and administration.  Within this role, I also attend webinars in order to gain more experience and broaden my knowledge within HR.

During my 20 years’ service at Frenkel Topping, I have gained vast experience within many areas of the business, due to the roles and duties I have undertaken.

I was approached by a colleague who informed me of the vacancy of PA within the Marketing Department.

I have always enjoyed my dual role which is very varied and interesting, providing challenges from time to time.  It has also given me the opportunity to move within the HR Department full-time.  The office provides a very pleasant atmosphere with many friendly colleagues.

I first joined Frenkel Topping in October 2011 as an Investment Administrator. In February 2019 I changed my role to Part-Time Date Base Administrator and then changed my role again in August 2020, to Full Time Credit Control/Finance Administrator.

My main day-to-day responsibilities are creating and upholding payment procedures and policies that ensure timely payment, responding to client queries and providing administrative support to the Finance Team.

I was attracted to Frenkel Topping because of the opportunity to work with a variety of Investments. What I most enjoy about working for Frenkel Topping is the family friendly feeling, not just within the business, but for our customers and clients, who need the help and support with their investments. I think this work is so important, as there are so many people that need advice and guidance, when it comes to investments and finance. Just having someone there, knowing they can trust us, well it can make a world of difference.

I joined Frenkel Topping in 2010 and have since risen through the ranks to my current position as group chief operating officer and managing director for Frenkel Topping Limited.

Additionally, I am head of the company’s litigation support team and am the company’s lead expert for periodical payments/structured settlements, with industry-wide recognition.

I hold a degree in mathematics and accounting, am authorised and regulated by the Financial Conduct Authority and currently hold the Statement of Professional Standing issued by the London Institute of Banking & Finance. I have also studied and successfully qualified in the investment advice certificates and have a great understanding of holistic financial planning.

I have worked in the financial services industry since 1996. I began my career at Nelson’s Money Managers before joining Barclay’s Financial Management in 1998. Immediately prior to joining FT I was managing director of my own IFA firm, which I ran successfully for several years.

I am married with a soon to be teenage daughter. I enjoy playing competitive golf and cooking.

I first joined the business on in July 2010 as a filing clerk, and took on my current role as part of the finance & valuations team in September 2018. I have also worked in roles involving administration and marketing during my time at the company.

My main day-to-day responsibilities include updating the company bank details so we are prepared for auditing, dealing with cheques & petty cash for the business, keeping abreast of in-house supplies, and overseeing maintenance issues and office health and safety. I also act as fire marshal, testing fire alarms and equipment and ensuring the fire doors are at government standard.

The attraction to Frenkel Topping for me was how the business puts its clients’ needs first, and ensures their investments are followed through from start to finish. Since working at FT I’ve been able to gain experience throughout the business, starting as a filing clerk and working my way up to become part of the finance & valuations team. We have a strong team that works together in all situations when it comes to protecting our clients and their investments. The many different personalities at Frenkel Topping makes the business unique and stands out from other business out there.

I joined Frenkel Topping in March 2019 as a data administrator and took on my current role in January 2020.

My job involves speaking to customers over the phone, preparing valuations, preparing withdrawal paperwork, updating client information on our system, and contacting providers to request policy information.

I previously worked as an administration apprentice in the apprenticeship department of Salford City College, where I updated student and company information, processed enrollment forms, and spoke to students and companies over the phone.

I found the idea of working at Frenkel Topping appealing simply because they provide advice for people that have had accidents, or have been affected by clinical negligence, to make sure they can make the best of their life after the event. I particularly enjoy having the opportunity to speak to clients over the phone and working in the company’s supportive work environment.

I am a specialist welfare benefits advisor with thirty years’ experience of working within the private, public and voluntary sectors.

I joined Frenkel Topping in May 2016 and I currently work within their Welfare Benefits Team.  Frenkel Topping is an independent investment advisor which, for the past 25 years, has specialised in providing advice, both pre and post settlement, for those involved in Personal Injury and Clinical Negligence claims as well to other vulnerable groups for example the elderly.

The welfare benefits system is increasingly complicated with on-going reforms.  I provide specialist welfare benefits advice on a range of issues including benefit entitlement; appeal advice and representation; advice in respect of habitual residence and right to reside issues; disability, sickness and carers benefits; issues relating to income and capital including personal injury payments; and overpayment issues.

I provide advice to both clients, solicitors and their Deputies to ensure they are receiving their full entitlement to welfare benefits.  I also provide training to stakeholders regarding welfare benefit issues.

My professional experience has included management of teams and development of services and people. I constantly strive for quality and excellence in the service I offer.

Bio coming soon

I joined FT in August 2014 as a consultant on the client review team. In March 2020 I was appointed to my current role as senior consultant on the team. This sees me completing reviews with clients to ensure that their investments remain suitable. This enables them to focus on living their best lives without having to worry about their finances. I also support the other five review team consultants.

After working for a number of years in financial services and helping people manage their wealth, I welcomed the opportunity to use these skills in an environment where getting this right on a daily basis makes a significant difference to our clients.

The business has grown significantly over the last nine years I have been at FT, but it still has that caring family ethos where your views and suggestions are taken seriously, and you can go and have a chat with the executive team.

By helping clients with their money, benefit enquires, Court of Protection concerns and Office of Public Guardian queries I feel I make a real difference to their lives, allowing them to focus on the challenges of daily life and living the best life they can. The support I provide in helping manage and solve their financial challenges takes these burdens away so they can get on with living.

I joined Frenkel Topping as a client services consultant in May 2016, and my main role is to advise clients on the ongoing suitability of their investment portfolios and retirement planning to ensure that their needs continue to be met throughout their lifetimes.

I hold a BA Hons in Finance and a number of professional qualifications, including AF1, personal tax and trust planning; AF5, financial planning process; JO1, personal tax; JO3, tax & legal aspects of business; JO4, pension funding options; JO5, pension income options; RO1, financial services, regulation and ethics; RO8, pension update; CF8, long-term care; CF6, mortgage advice; ER1, equity release; FP1, financial services and regulation; FP2, protection, savings and investment; FP3, identifying and satisfying client needs; Diploma in Financial Planning; Certificate in Life and Pensions; Award in Pensions Update, and Award in Long-Term Care Insurance.

I started my career at Hargreaves Lansdown in 2004 as an administrator. I later moved to their pensions helpdesk where I spoke directly with clients in relation to their pension planning. From here I moved to Broadoak Group as a paraplanner and when the company merged with Chartwell I became a telephone adviser. I then moved to Lansdown Place and became a face-to-face adviser building a client book out of what was referred to as “orphaned clients.” When Lansdown Place became a partner practice of St James’ Place I moved to Brighton Williams as I did not wish to be an SJP adviser. During my time at Brighton Williams I became aware of Frenkel Topping and joined the company as a review consultant in May 2016. I have been advising clients since 2009.

What attracted me to Frenkel Topping was the type of clients that the company advises. I had worked for general independent financial adviser firms throughout my career previously, and I felt that I was just advising the rich on how to get richer. At Frenkel Topping I feel my advice is more meaningful. The clients I advise need to ensure that the money they have sustains their needs throughout their lifetime. You become not only the financial adviser but a trusted adviser to the individual and their family.

The family approach that the firm adopts and continues to adopt, even as it has expanded, means you always feel part of a team and are encouraged and supported. This is particularly important as I currently work remotely which can at times feel quite lonely. Everyone pulls together and supports each other which, to me, is important and makes FT more of a family than an employer.

Coming soon …

I joined Frenkel Topping in 2021 as part of the Commercial team. My role within the team is to support our consultants with their workload to ensure pipeline management is accurate each quarter. The second half of my role is within the Enquiry Management team to ensure each instruction is logged and followed up within each department.

Initially I was attracted to Frenkel Topping as a result of its reputation and later their ethos. The caring and considerate culture of the company is a huge part of who they are as a business.

I really appreciate the support that the company gives to clients and the team alike. The company has recognised the importance of not only service provided to clients but that developing and supporting their team, ultimately makes them deliver a higher standard of business.

Coming soon

I joined Frenkel Topping as a graduate in July 2017, and took on my current role as manager of the expert witness team in 2022.

As team manager, I ensure the daily functioning of both the expert witness team and the relevant consultants. I also ensure the expert witness team continues to use the most up-to-date data and processes and stays at the top of the industry.

I hold an A-level in accounting, AAT level 3, and a degree in forensic accounting.

I was attracted to Frenkel Topping by the experience and the nature of the company and how it helps its clients. On walking into the office for my first interview I instantly felt comfortable and like I could be myself. Since then Frenkel Topping have continuously given me the help and support I need to keep growing and progress throughout my career.

I enjoy seeing how the work we do helps our clients. I have met a few of our clients through our CRT and that really brings home how important the work we do is and how it helps improve other peoples’ lives.

I have worked at Frenkel Topping since 2015, joining as a part-time administrator while studying at university. Upon completing my degree I initially worked full time in the same role, before joining the company graduate scheme shortly after. The idea of the scheme was to rotate through various departments in the business to gauge where you think you fit best. After spending three months in the expert witness department, however, I decided I wanted to stay as I really enjoyed the work and found it very rewarding. In January 2020 I was promoted to a specialist role within the department which meant I took on more responsibility and became one of the senior members of the team. I was then promoted to the supervisor role in October 2020.

In the Expert Witness department we provide litigation support for solicitors and barristers who are quantifying large personal injury and clinical negligence loss claims. The reports we produce help solicitors to quantify certain heads of damage, such as loss of earnings and loss of pension reports. We also advise on the best form of settlement for claimants with our PPO/form of award reports, which are vital in helping claimants understand the advantages of periodical payments and whether they would be suitable for them.

I am currently studying towards the CII Level 4 Diploma so that I can gain a broader knowledge of financial services as a whole.

Working in the expert witness department, and at Frenkel Topping as a whole, is very rewarding as you feel like you are making a difference in peoples’ lives. As many of our clients are very vulnerable and have had life-changing injuries, it’s a great feeling knowing you are helping them obtain the damages they deserve and need.

I joined the business in May 2005, working initially in the valuation department preparing valuations for clients, before moving to business development in 2008.

Since 2008, I have worked alongside the business development manager and the marketing department, assisting with all aspects of marketing and business development.

Also, I have been front of house since we moved into our current office 4 years ago.  I am responsible for coordinating all company events.  

I worked at Frenkel Topping for a time in 1998.  I already had good friendships with colleagues within the company and I knew Frenkel Topping was a very good company to work for.