Recognised and trusted experts

Robin Bailey is a specialist Financial Adviser who has been involved in providing independent financial advice to recipients of damages awards since 2000. His areas of expertise not only include all aspects of personal injury & clinical negligence awards but also matters under the jurisdiction of the Court of Protection as well as later life and vulnerable client matters. Robin is a committee member of the London Court of Protection Practitioners Association (CoPPA) and a member of the Society of Later Life Advisers (SOLLA).

Daniel has spent most of his career helping to support individuals with their financial planning. Specialising in helping people manage compensation payments or constructing strategies for individuals in later life, Daniel prides himself in building lasting relationships that are designed to assist individuals to achieve their short and longer term goals. Daniel has extensive knowledge that is reflected in his experience in this area as well as holding Chartered Financial Planner status and the Society of Later Life Advisers (SOLLA) accreditation. As an independent financial planner, Daniel is able to select the very best solution for you.

Sheralee has 30 years’ of experience in financial services, the last 23 of which she has specialised in giving independent financial advice to recipients of damages awards and their legal advisers. She is widely regarded as one of the leaders in her field. She provides financial advice on awards for Individuals, Trusts and Deputyships. She is a Financial Expert Witness in Court cases and she lectures on the investment of personal injury awards including topics such as Personal Injury Trusts and Periodical Payments. She is the co-author of ‘Future Loss in Practice – Periodical Payments & Lump Sums’ published by Lexis Nexis Butterworths.

Nick has extensive experience in the financial services industry spanning many years and covering a number of areas. Consequently Nick has built excellent relationships with a network of contacts in the industry. His areas of expertise include individual and corporate planning – mainly for higher net worth clients, independent financial advice, periodical payment reports, Court of Protection cases, investment of damages awards and Personal Injury Trusts. Nick provides advice to both claimants and defendants, before and after settlement. He also contributes to legal periodicals and writes topical articles for clients and professional connections. Nick is widely regarded as being at forefront of his field and is well known for delivering a knowledgeable, no nonsense and pragmatic independent approach to all financial instructions he undertakes.

Nick has been a financial adviser for more than 28 years, specialising in personal injury investment for the last 21. During that time he has built up detailed specialist knowledge of Periodical Payments, Personal Injury Trusts and complex High Court and Court of Protection investment cases. Nick offers expert advice to both claimants and defendants in personal injury/clinical negligence litigation matters and offers independent financial advice on investment planning post-settlement. Nick regularly provides talks and seminars on personal injury investment matters to legal organisations and firms.

Peter joined our team after running his own successful independent financial advice business and he brings a wide range of expertise covering the complete range of individual and corporate financial planning issues including mortgages, retirement and investment planning, protection and inheritance tax advice. He also advises clients and members of the legal profession on personal injury trusts and trustee investments.

Brent has been an independent financial adviser for over 30 years. He has a wide range of expertise, particularly in helping high net worth clients with their retirement planning, taxefficient investments and inheritance tax planning. He now also spends a considerable amount of his time providing post-settlement financial planning services and investment advice to professional deputies and trustees together with the families they represent.

Andrew is an Independent Financial Adviser providing expert advice to both claimants and defendants, before and after settlement. His areas of expertise include expert witness periodical payment reports, Court of Protection cases, investment of damages awards and Personal Injury Trusts. Andrew has a background in the legal profession, and regularly provides training seminars for claimant teams. He also contributes to legal periodicals.

Jennifer has been an independent financial adviser for 29 years, of which she has spent 24 years providing expert advice to recipients of damages awards and their professional advisers. Jennifer is known as a leader in this specialist field. She is a winner of the ‘Vulnerable client care’ category of the Professional Adviser ‘Women in Financial Advice Awards’ 2023. She is regularly instructed as an expert witness in large loss cases. She spends the majority of her professional time providing post-settlement financial planning services and investment advice to professional deputies and trustees together with the families they represent. She often provides talks and seminars for the legal profession. She has invested time into developing Chase de Vere’s specialist personal injury and Court of Protection in-house adviser Academy.

With over 13 years of experience in financial services, Ian has dedicated nearly 7 years to specialising in Personal Injury and Court of Protection Work. Joining Chase de Vere in October 2021 presented a unique opportunity to collaborate with Jennifer Stone, a renowned specialist in this field. Working alongside Jennifer, one of the leading experts in this particular area of advice, has allowed Ian to deepen my expertise and contribute to the advancement of client-centric solutions.

Sam has spent eight years of his career working with Sheralee and Robin in the Personal Injury and Court of Protection team and is accredited with the CII Level 4 Diploma in Regulated Financial Planning. Sam has assisted with both pre settlement and post settlement matters in order to help individuals achieve their objectives. Sam also assists the London Court of Protection Practitioners Association (CoPPA) committee on a regular basis. Outside of work, Sam is a Football Association qualified Referee and is working towards achieving Chartered Status.

Charlie is an Independent Financial Adviser within Chase de Vere's specialist Personal Injury & Court of Protection team. He has been involved with the provision of independent financial advice and investment management services for recipients of damages awards since 2015. His areas of expertise include matters under the auspices of the Court of Protection, including later life and vulnerable client matters, as well as wider personal injury and clinical negligence claims. Charlie is an advocate of the extensive value independent financial planning can provide for protected parties, not just in the context of meeting their lifetime needs, but in enhancing and maximising their quality of life, irrespective of the size of their assets.

Gurdev has over 24 years of experience as a financial adviser, specialising in private client and personal injury investment for the last two years. He has developed in-depth expertise in areas such as Inheritance Tax (IHT), Pension Investments, Periodical Payments, Personal Injury Trusts, and investment cases. Gurdev now dedicates his time to helping clients with retirement planning, post-settlement financial strategies, and investment advice for professional deputies and trustees. In 2022, Gurdev had the unique opportunity to collaborate with Jennifer Stone and Andrew Sands, both highly regarded experts in the field. Working alongside Jennifer and Andrew has enriched Gurdev's knowledge and enabled him to achieve outstanding planning outcomes for his clients.