WEALTH
MANAGEMENT
With A
Difference

I have been a part of Frenkel Topping for the past 28 years, now as Chief Executive Officer for the company my main role is managing the strategy of the group and in the innovation, development and profile of the business. The most rewarding part about working at Frenkel Topping for me is being able to help our clients and building strong relationships with the staff.

My brother broke his back falling off a window at university in 1986 when he was only 18. He has been paralysed from the waist down ever since. To this day my mum cannot look at a photograph of Andy pre-accident. This has given me a good insight into the effect a catastrophic injury can have on an individual and their family. This gave me the drive to make sure Frenkel Topping delivers the best, most transparent service possible to our clients.

Having completed a degree in mathematics and accounting, I have worked in the financial services industry since 1996, working for Nelson’s Money Managers before joining Barclay’s Financial Management in 1998.

I was managing director of my own IFA firm which i ran successfully for several years before joining the team at Frenkel Topping.

My strong interest in mathematics has had a positive impact for my role with Frenkel Topping where, having joined the team in 2010, I have been promoted through the ranks quickly where I now hold the position of Group Operating Officer and Managing Director for both Frenkel Topping Limited and Obiter Wealth Management. In addition to which I am head of the company’s Litigation Support Team and am the companies’ lead expert for periodical payments/structured settlements, with industry wide recognition.

I am authorised and regulated by the ‘Financial Conduct Authority’ and currently hold the ‘Statement of Professional Standing’ as issued by the London Institute of Banking & Finance. In addition to which I have also studied and successfully qualified in the investment advice certificates and therefore have a great understanding of holistic financial planning.

I am married with a young daughter and enjoy playing competitive golf but my greatest accolade is having represented Great Britain in kickboxing and having also attained 3rd Dan in taekwondo.

I am a senior financial planner at Obiter Wealth Management, I am a fully authorised level 4 adviser with later life qualifications.

I have 28 year experience in Financial Services providing advice to all levels of clients from corporate to individuals and advising new and existing clients on a plethora of financial product.

I provide holistic financial planning services, where I manage client portfolio reviews, build new relationships whilst maintaining strong relationships with existing customers.

Louise is a finance professional with an Honours Degree in Accountancy & Law and Chartered status in financial planning. Specialising in catastrophic damages awards, she is an expert witness for Periodical Payment Orders and Pension & Income Losses. Louise joined Frenkel Topping as client Director in May 2023 and is a member of the Chartered Insurance Institute and the Court of Protection Practitioners Association.

I joined as a consultant in February 2015, progressing to my current position of Client Director in May 2023.

I am a chartered financial planner with over 20 years’ experience.

I graduated from the University of Wales with an Honours Degree in Mathematics, Operational Research and Statistics, and have worked in the financial sector since my graduation. I hold chartered status in financial planning and am currently studying to becoming a Fellow of the Financial Institute, with only one exam remaining to complete the fellowship.

I first joined as a consultant in May 2016, progressing to senior consultant in December 2017 and Client Director in 2023.

Prior to joining Frenkel Topping I worked as a financial adviser for two of the UK’s largest high street banks – RBS and Barclays.

I joined Obiter Wealth Management as a technical assistant/paraplanner in April 2015. In 2017 I worked my way through the CII exams as a trainee financial consultant until I completed the Diploma in Financial Planning, progressing into my current role as a financial consultant.

I hold a BSc in Finance and Accounting, a DipPFS covering financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection, and financial planning practice, a CertPFS in Discretionary Investment Management, and an Advanced Diploma in Financial Planning.

I joined the company as part of the Graduate intake in 2019, starting in September after completing my BSc in Economics at the University of York. Having completed the Graduate training programme I qualified as a Financial Adviser having gained experience across the business.

I first joined the company in August 2017 as part of the graduate scheme and took on my current role as consultant in August 2019.

I currently hold the Diploma in Regulated Financial Planning and I am working towards achieving chartered status.

I recently qualified as a Financial Adviser in August 2020 but have been working in financial services for over 10 years.

I spent the early part of my career in complaints, eventually becoming Executive Complaints Manager in the banking industry and have since worked at a range of Financial Advice firms, including one of the country’s largest and oldest investment houses.

I am passionate about making Financial Advice available and accessible to everyone, no matter their experience or background, and I aim to provide well rounded, fair and clear advice to my clients and their families both now and for the rest of their lives.

It is very important to me that my clients trust that their financial circumstances are being well managed and have an adviser that they can talk to about anything.

Along with the expertise offered by the wider team, I can help clients with long term planning and investing for the future, without taking any unnecessary risks.