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Mr Ian James MacKendrick

Fellow and Chartered Financial Planner FPFS, CFP, LLAA, NEWA
Claimants and DefendantsRemote AppointmentsFace to Face Appointments

Medico-Legal Experience

Mr Ian James MacKendrick has over 30 years experience as a Chartered Financial Planner and an experienced Expert Witness.

Ian has acted as an expert witness on hundreds of cases, providing expert reports and commentary on Pension Loss, Loss of Income,
Cost of Financial Advice, Periodical Payments and the financial structure of damages awards.

Mr MacKendrick has experience in cases relating to:

  • Pension Loss
  • Loss of Earnings
  • Cost of Financial Advice
  • Periodical Payments / PPO / Form of Award Reports
  • Damages Calculations and Settlement Assessment Reports
  • Fatal Accidents; Loss of Dependency; Lost Years Claims
  • Financial Modelling/Planning
  • Investment Performance Management
  • Wealth Management
  • Cashflow Analysis for Court approval

Mr MacKendrick provides a service where he can check your calculations and offer a viability check at no cost. Please get in touch for more information.

Mr MacKendrick has a report turnaround time of 4 weeks.

Financial Experience

Mr MacKendrick trained as a Counsellor, Dementia Friend, and Chartered Financial Planner with over 30 years of financial expertise, has
provided financial advice across a broad range of clients, including high net worth and complex pension planning. Mr MacKendrick holds the Chartered Insurance Institute advanced pension qualification.  Mr MacKendrickalso holds the advanced CII ‘inclusive financial planning’ exams – the kitemark for advising people with vulnerability.

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