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Specialist IFA firm creates joint venture with law company

By Robbie Lawther, 24 Aug 21

JV aims to deliver a legal and financial advice service to clients after injury

Frenkel Topping Group has agreed a 50:50 joint venture (JV) between its IFA arm and law firm Pattinson & Brewer, taking its JVs to five in the personal injury and clinical negligence space.

The group’s independent financial advice division, Frenkel Topping, and Pattinson & Brewer will provide services under the trading name Pattinson & Brewer Financial Services with the aim of delivering a legal and financial advice service to clients after injury.

Through the JV business, Frenkel Topping will become Pattinson & Brewer’s preferred partner for clients who require investment advice post settlement and Pattinson & Brewer Financial Services will extend Pattinson Brewer’s suite of services to meet the needs of the most complex client.

‘Expand our significant network’

Richard Fraser, chief executive of Frenkel Topping, said: “As part of our strategy to grow our core business, Frenkel Topping Limited, we have been aiming to deepen and strengthen relationships with partners who share our values.

“Pattinson Brewer have a clear purpose and set of values that put their clients at the heart of everything they do. These partnerships expand our significant network of new business referrers and demonstrates our commitment to innovate and enhance our services, which ultimately will support our objective to increase shareholder value.”

Jane Radcliffe, managing partner of Pattinson & Brewer, added: “We are delighted to partner with Frenkel Topping, whom we have trusted over the years to deliver IFA services and care to our clients who have required investment advice post settlement.

“We have a similar culture and our clients remain at the core of everything we do, which was an essential consideration when partnering with Frenkel Topping. This joint venture solidifies our relationship and provides our clients with broader services and supports our growth strategy.”

Tags: Joint Venture | UK Adviser

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.