Meet the Team

I joined the business in October 2020 as an Assistant Accountant and I provide support to the Group’s central Finance function. My key responsibilities include the preparation of monthly management accounts, compiling and maintaining financial records and responding to any finance related queries as and when they arise. 

I have 3+ years’ experience working within a busy Finance department; prior to joining Frenkel Topping I worked at a large corporate law firm as a Legal Cashier. At Present, I am part way through my ACCA studies – the aim is to be a qualified accountant by 2023!

So far, one of the best things about working for Frenkel Topping is the fantastic support available to employees. After only recently joining the business, I had the opportunity to develop professionally through the continuation of my ACCA studies – and just two months after my start date I sat and passed an important exam.

It’s great working for a company that’s clearly so enthusiastic about the services it provides and the support it offers to Clients.

I was attracted to Frenkel Topping because I know they are a highly respected business, and they are widely recognised for the work they do in helping vulnerable people plan for the future.  After University, I wanted to combine my passion for business with my desire to make a positive impact on people’s lives.

I joined Frenkel Topping as part of the Graduate Scheme in 2021, spending time in various departments to fully understand how the business operates. I completed my Diploma in Regulated Financial Planning in March 2023, and I am currently undertaking additional exams to achieve Chartered status.

I provide specialist financial planning and investment advice to vulnerable clients including investment management, tax planning, cashflow analysis and retirement planning. As part of my role, I give ongoing advice to existing clients post settlement to support their changing requirements to help them throughout their lives.

One of my school friends suffered a catastrophic injury as a very young child which resulted in a double amputation. I have therefore witnessed, over a long period of time, how he has been able to develop and lead a fulfilling life thanks to the support of his loving family and the professional network around him. I am therefore proud to be part a team who make a real difference to people who have suffered life-changing injuries.

I joined Frenkel Topping as a senior investment administrator in October 2011, and took up my current position in May 2016. My role requires me to review existing Frenkel Topping clients and provide them with appropriate financial advice, have a solid understanding of the current investment markets and communicate this to my clients, and manage client appointments, keeping up to date with all relevant paperwork, legislative and technical changes within the financial world.

I hold a Diploma in Financial Advice, CII Financial Planning Certificate (financial protection), STEP Trust and Estate Accounting Certificate, and an Investment Management Certificate.

I previously held a role as a senior trust administrator and business support officer. This position required me to provide assistance and technical knowledge to trust consultants with regard to trust investment products. I would also facilitate the transfer of assets into portfolios, complete investment reviews, and administer power of attorneys and trusts including discretionary life interest, gift and loan, discounted gift trust and bare trusts. The job also entailed engaging with beneficiaries, solicitors, estate agents and professional bodies.

What first struck me on my arrival at Frenkel Topping was the warm welcome I received from the receptionist and other staff. The company had a friendly atmosphere and family feel. I feel very lucky to have this job and to be able to help people, not only from a financial perspective but to be able to care about their personal circumstances too.

I joined Frenkel Topping in August 2020, as a Personal Injury Trust Administrator, and they moved to the Commercial Team when they were expanding the team.

I am responsible for managing the enquiries inbox, logging all cases and making sure clients have access to the correct services we provide, from Welfare Benefits, Trusts, Expert Witness reports to our financial services team.

In previous roles during my working career I have been keen to develop my Business Administrative and Customer Service skills. I’ve always looked for opportunities that allow me to develop in these areas. In a previous position, I worked for a medical practice which was varied and fulfilling and, allowed me to interact with a variety of people all of whom had a story to tell!

When the position came up for Frenkel Topping, I was particularly drawn to the role, as I would be looking after clients who would have sadly experienced some form of personal injury. It would allow me to utilise my customer service skills, especially those gained at the medical practice.

I enjoy every minute and no two days are the same. All the team are very friendly and are on hand to offer support and guidance.

I joined Frenkel Topping in January 2014 as a report writer. My role involves supporting my consultant and her panel of customers, while additional tasks include writing financial reports, researching funds, supporting new members of staff, answering client queries and liaising with solicitors.

I hold FPC 1, 2, and 3, CF2, FA1 and R05 qualifications.

At Frenkel Topping I feel we always put the client first in everything we do. The majority of our customers have suffered a catastrophic event in their life and Frenkel Topping is there from the initial introduction all the way through their lives.

I am very lucky as my role is to help to put in place financial plans for people who have had such catastrophic injuries, so that we can ensure we provide them with the best life possible.

Over the last four years I have dedicated my career to helping customers in various roles, all of which have been client-facing, whilst providing end-to-end support ensuring clients receive the best possible service and resolve.

When I saw the position with Frenkel Topping I was keen to learn more about the Client Relationship Team. I was looking for a new challenge that would give me both job satisfaction and plenty of opportunity to speak with clients and provide my support.

Since starting in my position, I believe my previously acquired skills and customer support experience will be a good asset to the team, as I thrive on going above and beyond for my team and the clients.

I have a special interest in advising and supporting people who have acquired brain injuries as well as people with other disabilities and/or health problems, and people from a range of other vulnerable groups.

I joined Frenkel Topping in 2013 and I work within their Welfare Benefits Team. 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 clients, their families and to Deputies.

My experience also includes working as a specialist welfare benefits advisor at Bolton Citizens Advice Bureau and working as a solicitor in personal injury and private client teams. I have also spent many years volunteering as an advisor at the Citizens Advice Bureau in Wigan and Chorley and I am currently a volunteer and trustee at Headway Preston and Chorley.

As part of my gap year, I fundraised and organised a three month trip volunteering for a development charity in Uganda called Madventurer.

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 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.

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.

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.