James Rooney Authorised and Regulated Consultant
James has spent the last 16 years within financial services, spending half of this time within the technical support team at PFP, being involved in providing financial advice to recipients of personal injury damages.
Advice formulation and report writing are James’s key areas of expertise, working closely with Richard in providing investment advice, as well as wider financial planning guidance, to clients and/or their deputies or trustees.
James sits on our investment committee and is responsible for undertaking PFP’s investment research, which includes quantative and qualitative analysis, performance monitoring and regular meetings with fund managers and product providers.
James also has a particular interest in periodical payments orders, often being instructed to draft, or check, the mechanisms required to facilitate index-linked periodical payments that form part of an award of damages in the UK and abroad.
Although primarily working on technical aspects of our advice process, James is also authorised and regulated by the FCA to provide independent financial advice.
- Involved in providing specialist Independent Financial Advice to recipients of Personal Injury awards since 2008.
- These have included road traffic accidents, clinical negligence and also fatal accident cases.
- The awards have ranged from less than £10,000 to over £30million.
- Portfolios enacted on behalf of Claimants have included periodical payments, Unit Trusts, Open Ended Investment Companies, Government Stocks, deposit-based investments and liaison with individual stockbrokers.
For the last fifteen years PFP have been advising us as trustees about our son's medical negligence award. Not only this, but they have also assisted us greatly on any benefits and allowances that our son can claim. Without exception we have always been treated with the best possible care.
I have instructed Richard Cropper and PFP for many years on behalf of my Court of Protection clients. I have to say the service provided is second to none. Their dedication and expertise in investment of personal injury awards sets them apart from other IFAs they truly are unique.
The investment process is explained in detail to each and every client/parent in a simple and understandable way which is personal to them. The benefits advice service is outstanding. I would have no hesitation in recommending PFP.
Whilst acting as professional deputy and trustee to many brain injured clients, I having dealings with PFP on an almost daily basis. I cannot praise Richard Cropper and James Rooney highly enough for the advice they provide in their detailed yet easy to understand reports. The manner in which they interact with my clients is second to none, always speaking in plain English and putting the clients at ease in sometimes difficult circumstances. The support staff I deal with are very efficient and always happy to help.