A Few Words

About Us

Exceptional Service

Independent Financial Experts

Our aim is to provide honest, balanced financial expertise.

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.

Personal Financial Planning
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

Ian MacKendrick

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.

Ian MacKendrick

Lee Ryan

Lee possesses over 30 years of experience, working within the field of welfare benefits, community care, and local authority funding for care. He has worked in all the major sectors, including the voluntary, legal, public, and private sectors throughout that period, and has built a reputation for his expertise throughout England and Wales.

For some years Lee has worked in a specialist role within financial services And money management helping to advise and support clients who lack capacity to handle their financial affairs, and most recently has been appointed to a senior position in a prominent Manchester social housing provider.

Lee is someone who believes passionately that clients should receive all the relevant care and support available to help them maintain their independence as much as possible, and to be there to provide practical and informed advice and assistance whenever the need arises.

Lee is also an active member of “Headway” in the North West, and also provides regular presentations to carers at the Alzheimer’s Society on such things as welfare reform and the current cost of living crisis.

In his spare time Lee enjoys travelling, playing football and tennis, cooking, and following Liverpool FC.

Fellow & Chartered Financial Planner

Qualifications

CII – Level 6 Advanced Diploma in Financial Planning (QCF) View Certificate

CII Level 4 Certificate in Discretionary Investment Management View Certificate

SOLLA – Later Life Adviser Accreditation View Certificate

CII – Associate of the Personal Finance Society (APFS) View Certificate

CII AF1 Personal Tax and Trust Planning View Certificate

CII AF4 Investment Planning View Certificate

CII – R02, Diploma in Investment principles and risk View Certificate

CII AF5 Financial Planning Process View Certificate

CII – R03, Diploma in Personal taxation View Certificate

CII CF8 Long-Term Care Insurance View Certificate

CII – R04, Diploma in Pensions and retirement planning View Certificate

CII Level 4 Diploma in Regulated Financial Planning View Certificate

CII – Pension Planning (AF3) View Certificate

CII Level 3 Award in Long Term Care Insurance (QCF) View Certificate