A Few Words
About Us
Exceptional Service
Independent Experts
Our aim is to provide honest, balanced expertise.
As the founding director and having trained as a Counsellor and a SOLLA accredited Chartered Financial Planner with 30 years financial expertise, I am uniquely positioned to specialise and advise the most vulnerable people in the UK, their families and legal advisers.
I am a Chartered Financial Planner, Dementia Friend, hold the Statement of Professional Standing and specialise in advising on the finances for the Elderly, Vulnerable and those in receipt of Damages awards. I take care to provide an honest and straightforward approach.
Outside of work, I love spending time with my daughter Fabienne and dog Lola. I keep fit’ish, play ‘veteran’ football, a bit of golf and cricket and generally love to be outside in the fresh air and going for a walk.
Fellow & Chartered Financial Planner
Grade A Expert Witness
Having been involved in many hundreds of cases, acting for the Claimant, Defendant and as a joint expert, Ian has significant experience in providing expert reports of the highest standard on pension loss, financial accommodation (Post RvJ), cost of financial advice, advising on the suitability of retaining funds outside of the CFO, periodical payments and the financial structure of damages awards.
Meet the Team
Ian MacKendrick
Founding Director, Independent Financial adviser & Expert Witness
Having trained as a Counsellor and a SOLLA accredited Chartered Financial Planner with 30 years financial expertise, I am uniquely positioned to specialise and advise the most vulnerable people in the UK, their families and legal advisers.
I am a Chartered Financial Planner, Dementia Friend, hold the Statement of Professional Standing and specialise in advising on the finances for the Elderly, Vulnerable and those in receipt of Damages awards. I take care to provide an honest and straightforward approach.
Outside of work, I love spending time with my daughter Fabienne and dog Lola. I keep fit’ish, play ‘veteran’ football, a bit of golf and cricket and generally love to be outside in the fresh air and going for a walk.
Stephen Farnfield
Director, Independent Financial adviser & Expert Witness
Stephen has been an expert to the court for the last 10 years and has worked in financial services since 2000 when he entered the industry working for Invesco. He is a specialist
Financial Planner working with vulnerable individuals and their support teams. He has acted as an expert witness on hundreds
of cases, providing expert reports and commentary on Pension Loss, Loss of Income, Accommodation (Post RvJ), Cost of
Financial Advice, Periodical Payments and the financial
structure of damages awards.
Stephen is happy to attend JSM’s and can also help assess
settlement offer viability. Stephen is instructed on a wide range
of different value cases and is instructed by both Claimant and
Defendants, with quantum ranging from as little as £50,000 to
those in excess of £40m. Stephen has a particular interest in
and experience of working on Cerebral Palsy Cases. He is well
known for his training sessions that he delivers regularly to
litigation teams up and down the country as well as online.
Stephen offers a free initial viability check service, so that
solicitors can talk through a case on the phone or video call to
then confidently move forwards with the right approach.
Stephen has given evidence in court on several occasions and is
comfortable and confident under questioning.
Jeremy Rowe
Consultant, Independent Financial Adviser and Expert Witness
Areas of Expertise:
- Pensions on Divorce
- Financial Advice miss-selling/negligence
Jeremy is a qualified Independent Financial Adviser with over 25 years’ experience within the UK financial service industry. He has worked at some of the worlds most respected financial institutions as well as smaller boutique investment companies and financial planners.
He holds advanced qualifications in pensions as well as being an Accredited Later Life Adviser through the Society of Later Life Advisers and has significant experience in dealing with later life issues, powers of attorney and deputyship cases.
As a member of Resolution (a community of family justice professionals who work with families and individuals to resolve issues in a constructive way) he has provided dozens of Pension on Divorce reports on a Single Joint Expert basis with an emphasis on reducing conflict in an emotionally charged environment.
Jeremy’s areas of expertise include opining on Professional negligence (Investments, Pensions, Powers of attorney, Deputyship orders and divorce matters) as well as fraud within in UK Financial services.
He has provided CPR part 35 expert witness reports on behalf of the Claimant, the Defendant and as a Single Joint Expert. He also has experience of giving evidence in court.
Jeremy offers a free initial viability check service so that solicitors can discuss a case in advance of instruction to ensure that his expertise is a good match for the case in question.
Julian Deans
Police intelligence & Drug Expert
I am driven, infectious and highly motivated leader. My personal traits were moulded in my formative years in HM Forces, before I joined Sussex Police in 1997. I’ve been a detective for most of my career and have led proactive teams in covert investigations. At Brighton I worked on an organised crime team and saw the need to have expert ownership of heroin related deaths. As such all heroin deaths came to my team to investigate. This helped reduce the numbers of deaths (per head of population) to remove Brighton from the dubious title of ‘Drug Death Capital of Europe’.
During this time I qualified as a Drug Expert Witness and supplied numerous statements to Magistrates, Crown and Coroners Courts as that expert.
I also sat on the board of the Drugs Commission for B&H as an expert advisor.
The skills I have as a risk manager and leader are an asset to any employer. I thrive on tough pressured decisions.
I’m highly motivated and really enjoy creating teams that share that motivation and desire to get jobs done.
Carolyn Hunnisett
Care Expert
Carolyn is a vastly experienced and qualified Independent Mental Capacity Assessor and NHS CHC expert, who takes particular pleasure empowering client’s, giving them a voice and looking at the person and their case holistically and compassionately.
Uniquely, Carolyn is dual qualified in health and law: Law degree, Called to the bar, (2002), MSc. in Health perspectives on the Mental Capacity Act, Pg. dip in Advocacy and Pg. dip in Occupational therapy.
She has over 20 years of experience in NHS CHC cases and started Age Concern Oxfordshire’s inventive independent advice service where in addition to successfully representing many clients; was a member of the Ombudsman Management Group; wrote a report for the Health Select Committee and would meet with the Ombudsman to detail her experiences of hundred’s of cases.
As Advocacy Service Manager, Carolyn went to the Consultation process of the Mental Capacity Act highlighting the needs of carers and the elderly.
As an Occupational therapist, she has trained and worked with people who suffer with Strokes, neurological conditions, dementia and psychiatric conditions.
As a Community Care lawyer, Carolyn specialised in NHS CHC advice, advocacy and representation at NHS England stage. She wrote a Lexis Nexus article on the Care Act and has developed and designed a legal charter for an Art Disability organisation.
Her dual qualification in health and law means that she is not only able to have insight required to understand a person’s health, but also how best to ensure the law is followed to achieve what’s needed.
With professional clients they know Carolyn is tenacious with her health analysis, puts forward confident measured recommendations and can quickly respond to complex cases.
Outside of work, she is a mummy to a beautiful bubbly girl who experiences Autism and ADHD and knows the challenges carers face with home life, diagnosis and chronic illnesses. She loves indie rock music and particularly the White Stripes and Led Zeppelin.
