Essential info for Financial Deputies - Part Two

This is the second of a special two-part mini-series of Stewarts Soundbites aimed at those acting on behalf of seriously injured clients as property and financial affairs deputies.

Emma Lyons spoke to Mark Holt, chief operating officer of Frenkel Topping. In this episode, Mark explains the key due diligence considerations that should be taken into account when instructing an independent financial advisor or discretionary fund manager. He explored how deputies can go about challenging and comparing investment performances in P’s (patient’s) best interests.

Mark and Emma discuss the key considerations in deciding upon the best investment routes, including an exploration of onshore versus offshore investments.

Contact Emma Lyons on elyons@stewartslaw.com if you have any queries on this subject

This podcast is hosted by ZenCast.fm