The Role of a Financial Expert and Planner
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The Role of a Financial Expert and Planner
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In our final episode of the Series, Clare Harrison is joined by Liam Harvey, Chartered Financial Planner and Expert Witness at Paladin Group, to discuss the vital role financial planners play in supporting clients through the litigation process. They explore when a financial planner should be instructed, how they work alongside clients and solicitors, and the importance of assessing both immediate and long-term financial needs. The conversation also highlights how expert financial planning helps ensure compensation supports future care, lifestyle requirements, and long-term financial security. Liam also explains the differences between independent financial advisers, restricted financial advisers, and investment providers, helping individuals and families understand the options available and make informed decisions about managing compensation awards.