MLAS Logo

Discover Our Expert Community

Mr Ian James MacKendrick

Fellow and Chartered Financial Planner FPFS, CFP, LLAA, NEWA
Claimants and DefendantsHome AppointmentsRemote AppointmentsFace to Face AppointmentsCourt AttendanceDesktop Reports

Medico-Legal Experience

Mr MacKendrick is a Fellow and Chartered Financial Planner with over 30 years’ professional experience in financial planning and forensic financial analysis. Providing expert reports and commentary on Pension Loss, Loss of Income, Cost of Financial Advice, Periodical Payments, and the financial structure of damages awards.

He is also trusted by solicitors and barristers involving child cases, where the child’s money may be better managed outside of the Court Funds Office.

Mr MacKendrick accepts instructions from claimants, defendants, and as a Single Joint Expert, and his opinions are prepared in full complce with the Civil Procedure Rules and relevant court guidance.

In addition to his expert witness work, Mr MacKendrick is a frequent lecturer and trainer, delivering seminars to solicitors, barristers, case managers, charities, and public bodies, including the Office of the Public Guard, on financial loss quantification and expert evidence.

Mr Mackendrick also offers a free initial chat/viability check service.

Mr MacKendrick has experience in cases relating to:

Personal injury cases:

  • Loss of earnings
  • Loss of income reports
  • Pension loss
  • Future care and treatment costs
  • Investment of damages

Financial negligence:

  • Lifetime financial planning
  • Future care funding
  • Inflation assumptions
  • Cost of financial advice

Catastrophic injury and long-term disability:

  • Linking care costs
  • Accommodation needs (RvJ)
  • Rehabilitation with sustainable financial planning
  • Pension modelling
  • Career trajectory assumptions
  • Periodical Payment Orders
  • Actuarial-style projections

Capacity, vulnerability and Financial decision making:

  • Managing damages
  • Suitability of financial products
  • Long-term sustainability of funds
  • Settlement assessment reports

Periodical Payment Order (PPO) cases:

  • Advice on lump sum vs PPO
  • Inflation and indexation considerations
  • Investment risk and longevity
  • Form of Award Reports

Fatal accident act claims:

  • Dependency claims
  • Loss of services
  • Loss of dependency
  • Lost years of claims
  • Bereavement damages
  • Financial dependency modelling
  • Fatal accidents
  • Financial Modelling/Planning
  • Investment Performance Management
  • Wealth Management
  • Cashflow Analysis for Court approval

Mr MacKendrick has a report turnaround time of 4 weeks.

Financial Experience

Throughout his professional life, Mr MacKendrick has advised on a wide range of financial matters, including pension planning and retirement strategy, investment management, wealth preservation, and cashflow modelling. He has extensive experience in analysing both defined benefit and defined contribution pension schemes, assessing future income needs, and structuring sustainable financial solutions over the long term.

His career spans high-level financial planning, investment strategy, pension advice, and complex financial analysis, with a particular focus on long-term outcomes and the needs of vulnerable and high-value clients. Having trained as a Counsellor, Dementia Friend, and Chartered Financial Planner with over 30 years of financial expertise, Mr MacKendrick has provided financial advice across a broad range of clients, including high net worth and complex pension planning. He holds the Chartered Insurance Institute advanced pension qualification. He also holds the advanced CII ‘inclusive financial planning’ exams – the kitemark for advising people with vulnerability.

He has helped care for over £750m of clients’ valuable assets and designing a suitable proposition around their unique needs. He has been asked by the OPG to help the Court of Protection visitors understand financial arrangements within the COP, help identify financial abuse and has regularly lectured on his subject matter with senior figures.

He is the founder and director of Paladin Experts Limited, where his financial expertise is applied to complex litigation and advisory work. His background as a practising financial planner underpins his ability to assess the real-world financial implications of loss, compensation, and long-term financial decision-making.

Request a Redacted Report

To gain access to a redacted report from this expert, please leave your details below and a member of the team will issue this to you.

Instruct This Expert

To instruct this expert, please leave your details below and a member of the team will be in touch to discuss your requirements.

Venues

Remote

Copyright 2026 MLAS - All Rights Reserved.
Terms & Conditions - Sitemap - Modern Slavery Statement

MLAS
Privacy Overview

Medical & Legal Admin Services Limited (MLAS) understands that your privacy is important to you and that you care about how your personal data is used and shared online. We respect and value the privacy of everyone who visits this website, www.mlas.co.uk (“Our Site”) and will only collect and use personal data in ways that are described here, and in a manner that is consistent with Our obligations and your rights under the law.