James Rooney Authorised and Regulated Consultant

Profile

James has spent the last 20 years within financial services, spending over half of this time at PFP, being involved in providing financial advice to recipients of personal injury damages.

First becoming an authorised and regulated independent financial adviser in 2008, James has a wealth of experience in helping clients reach their financial goals, providing tailored and detailed advice in a manner that clients find easy to understand.

With an enthusiasm for investment markets and behavioural economics, and with the benefit of having experienced the best and the worst of stock markets, James is able to guide clients through the sometimes daunting process of investing large awards of damages successfully, in order to provide the most beneficial outcome.

James also has a particular interest in periodical payment orders, regularly being instructed to draft ASHE and RPI-linked schedules, as well as less conventional cases such as those escalated by reference to international price or earnings indices.

Experience

  • Involved in providing specialist independent financial advice to recipients of personal injury awards since 2008.
  • These have included clinical negligence, road traffic accidents, birth and fatal claims along with professional negligence awards in respect of under-settled or mismanaged claims.
  • Awards have ranged from less than £10,000 to over £20million.
  • Portfolios advised upon and established for claimants have been wide ranging, encompassing all aspects of financial planning and the full spectrum of investment.