Conversation Justice: Financial Advice to Vulnerable Individuals

Ian MacKendrick
Posted: May 22, 2023
Category: Podcasts

Jakub Kotan talks to Ian Mackendrick, IFA and financial planner from Paladin Group. They discuss how proper financial planning can protect an individual for the rest of their life. Ian also explained that anyone would benefit from examining how our finances could protect us in the future.

https://open.spotify.com/show/5pC4HHAfwa8X34Gmx7aOVY

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What our clients say

We first came across Steve and the Paladin Group due to a medical negligence claim. Our solicitors advised us to open a Personal Injury Trust account so that any award would be protected from affecting my wife’s benefits. Steve responded quickly, talked us through the purpose of the account, and had everything set up in no time.

But it didn’t end there. I explained to Steve the level of benefit my wife was receiving and how we felt something wasn’t right but didn’t know where to start. He suggested we speak with Jane.

Jane reached out straight away, visited us, and went through my wife’s current award and the issues we were facing. She immediately recognised that the benefit level was incorrect. She helped us submit a mandatory reconsideration (which was rejected), and then advised that the next step was to appeal to a tribunal. We followed her guidance.

It was the best decision we made. The tribunal not only agreed with us but also increased the period of backpay owed to my wife.

We cannot thank Steve or Jane enough for their hard work, honesty, and the speed at which they helped us. We would highly recommend them and the Paladin Group.

Ian & Lyndsey

Ian & Lyndsey
“Jane was Amazing! I am due to get my first benefits payment shortly. Completing the forms with Jane’s help was much better than trying to do alone as she is so on the ball and just made the whole process much easier and less stressful”

LM

Paladin Client
“We instructed Jeremy to provide expert evidence about the proper level of commission for introductions to be made to a financial adviser or pension fund as part of a multi-party fraud claim in the High Court of England and Wales. Jeremy was enthusiastic and passionate from the outset: from the initial conversation he started undertaking research, checking information and coming up with ideas about the best way to demonstrate and present his evidence. ”

LF

Testimonial from Partner at a London firm
“I would not hesitate to recommend Stephen as an expert witness, in particular advising on the form of the award in multi-million pound claims. Stephen recently assisted on the day of a Joint Settlement Meeting, being on the phone and at the end of emails to provide a steer on the choice between a lump sum and a Periodical Payments Order in a multi-million pound claim. He also helped with cashflow modelling on lump sum awards. The work he did to help my client with the choice between the form of the award and to help me and Counsel advise on settlement offers was absolutely invaluable.”

AH

Testimonial from Partner Personal Injury
“Stephen is an excellent expert. His advice is clear and demonstrates his knowledge and experience. Stephen is an excellent communicator and has a detailed understanding of the litigation process. Most importantly, Stephen is excellent with clients. I would have no hesitation in recommending Stephen for any clinical negligence claim.”

KP

Testimonial from partner at a large law firm
“lan has been extremely helpful at providing a comprehensive report on a PPO at extremely short notice. He was very approachable and my client immediately felt comfortable with his advice. He made himself available for us at very short notice to advise on investments during the course of a joint settlement meeting. He is extremely competent and efficient. I would highly recommend his services.”

Testimonial about Ian MacKendrick

Partner of law firm