Financial professionals
Financial professionals turn to us when they need help defending claims, resolving disputes, and managing regulatory issues.
Our experience in this field is vast. We've defended claims against financial advisers and networks, discretionary investment and fund managers, pension trustees, administrators and actuaries, offshore trustees and corporate service providers.
We provide a full service offering to financial and pensions professionals and have lawyers specialising in key areas of the field. These include civil claims, Financial Ombudsman Service (FOC) complaints, s166 skilled persons reports, past business reviews and Pensions Ombudsman complaints.
Examples of work
Bringing judicial review proceedings against the FOS in R v Financial Ombudsman Service Limited
Acting for pension trustees in relation to a multi-million-pound claim arising out of alleged failure to equalise retirement ages and accrual errors
Advising on financial adviser networks' liability for appointed representatives' acts, including where those acts amount to fraud
Acting for various financial services firms and their insurers in dealing with investment claims and complaints, Financial Conduct Authority (FCA) s166 reports and past business reviews
Advising offshore trustees and corporate service-providers in respect of a multi-million-pound dispute being litigated in Guernsey
The Team
Ben Gold
Legal Director
Insurance FI/D&O Insurance disputes and claims Financial professionals Wordings Reinsurance
Rachael Healey
Legal Director
Insurance Insurance disputes and claims Financial professionals Accountants, pensions and actuaries Lawyers
Jeremy Barnes
Partner
Insurance disputes and claims Accountants, pensions and actuaries Insurance Brokers E&O Financial professionals RPC Legal
Amisha Jobanputra
Associate
Insurance disputes and claims FI/D&O Financial professionals Reinsurance
Amy Gallimore
Legal Director
Restructuring and insolvency Corporate transactions Investment funds Disputes, litigation and investigations Insolvency and restructuring Corporate insurance and financial services Financial professionals Banking disputes Regulatory
Maria Petzsch
Registered Foreign Lawyer (England & Wales)
Disputes, litigation and investigations Art and specie Financial professionals Banking disputes Commercial disputes Civil fraud International arbitration Restructuring and insolvency Tax investigations and dispute resolution
