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Paul Rosson DipPFS Cert CII(MP)

Principal Financial Consultant

Career

 

I’ve specialised in financial services for over 30 years, providing independent financial advice to clients. Before joining Adroit in January 2017, I worked at Frenkel Topping, where I was the head of litigation support and remained there for seven years. Prior to that, I was at Cassons Chartered Accountants and Business Advisers for 10 years as director of financial services.  

Expertise

Throughout my career, I’ve advised hundreds of individuals and companies on pensions, setting up schemes for individuals, from small personal pensions through to complex SIPP and SSAS arrangements for high net worth clients. I've also advised on and implemented company pensions schemes for many types of employer. 

My specialist expertise is in pension loss calculations, periodical payment order analysis, personal injury trusts and the investment and ongoing management of damages awards. I regularly advise on complex Trusts and Court of Protection matters and works exclusively in the field of personal injury, clinical negligence and criminal injuries compensation. 

I’ve prepared in excess of 500 reports in this field and have acted for both claimants and defendants. I regularly prepare CPR compliant reports in litigation matters and have given written and oral evidence in court within this area. Given my specialist experience in this area, I also regularly train colleagues on all aspects of pension loss and PPO’s. 

The expert witness pension reports I prepare regularly cover Defined Benefit Schemes, Defined Contribution Schemes, Work Based Pension calculations, State Pension and Loss of Dependency. 

I regularly conduct seminars for law firms and barristers’ chambers throughout the UK and have appeared as a guest speaker at Oxford University and for numerous independent conferences (such as APIL, AvMA and The Law Society) for legal practitioners, litigators and professional groups on the role of an independent financial adviser, working alongside the legal profession. I also regularly conduct accredited training for APIL, the SRA and the Bar Standards Board. 

I'm also a member of APIL’s Discount Rate Review Work Group and have advised the English and Welsh and Scottish Governments on the recent review of the Personal Injury Discount Rate.

Professional memberships 

My professional memberships are: 

  • The Chartered Insurance Institute (CII) 
  • The Personal Finance Society (PFS) 
  • The Association of Personal Injury Lawyers (APIL) 

Contact Paul

For more information about Paul and how he can assist you, please email paul@adroitfp.co.uk