Director and Independent Financial Adviser

James-Mann

T: 0345 357 9000
E: James Mann

Expertise:

Providing financial advice to recipients of medical negligence and personal injury settlements and their representatives (Deputies and Trustees).  James also assists the Claimant’s legal team by advising on the structure of compensation awards including the distribution between periodical payments and a lump sum award.  James often attends round table settlement meetings as an expert witness to provide financial analysis during the negotiations.

Career:

James has been working in financial services for 12 years, during this time he has provided clients with advice on the construction of investment portfolios for individuals, Trustees and Deputies. He studied Economics at Newcastle University and worked for a Wealth Management firm in Newcastle Upon Tyne prior to joining Simpson Millar LLP in 2004.  James holds the Advanced Financial Planning Certificate.

James has been responsible for the development of pre-settlement advice within the firm, working together with legal teams to ensure that Claimants of legal settlements receive a full holistic financial planning experience both prior to and after settlement has been awarded.  James holds the specialist G10 Trusts and Taxation qualification and has assisted many clients on the benefits of holding their settlement within a personal injury trust.

James lead the hiving off of the Financial Services Department, originally part of the legal services firm Simpson Millar LLP, into its own limited company and has worked closely with the FCA throughout the authorisation process.

He also provides advice on inheritance tax mitigation and long term care planning for elderly clients and their representatives (James holds the CF8 Long Term Care Insurance Qualification).

Interests:

James enjoys playing golf and running in his spare time.

Get in touch

Don’t delay, contact us today on 0345 357 9000 or email us or simply complete our online enquiry form and we will get in touch with you to discuss your financial advice needs.